SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,235,193 | -6.2% | 33,026 | -1.6% | 1.17% | -6.8% |
| Q2 2023 | $2,383,125 | +2.3% | 33,551 | -2.3% | 1.26% | -7.6% |
| Q1 2023 | $2,329,078 | -4.5% | 34,327 | -1.6% | 1.36% | -2.8% |
| Q4 2022 | $2,439,103 | +4.9% | 34,879 | -9.2% | 1.40% | +7.4% |
| Q3 2022 | $2,326,000 | +273.4% | 38,429 | +287.2% | 1.30% | +285.5% |
| Q2 2022 | $623,000 | +18.7% | 9,924 | +43.3% | 0.34% | +23.8% |
| Q1 2022 | $525,000 | -2.8% | 6,925 | +3.1% | 0.27% | -6.5% |
| Q4 2021 | $540,000 | +5.1% | 6,717 | +0.1% | 0.29% | -3.6% |
| Q3 2021 | $514,000 | -2.1% | 6,709 | +0.1% | 0.30% | -7.1% |
| Q2 2021 | $525,000 | +5.4% | 6,702 | +0.1% | 0.33% | -1.8% |
| Q1 2021 | $498,000 | +9.2% | 6,696 | +0.1% | 0.33% | -4.9% |
| Q4 2020 | $456,000 | – | 6,692 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |