SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,280 | -13.2% | 8,500 | -8.8% | 0.24% | -7.6% |
| Q2 2023 | $662,410 | +0.8% | 9,323 | -3.8% | 0.26% | +7.8% |
| Q1 2023 | $657,376 | +1.2% | 9,689 | -2.1% | 0.24% | -2.0% |
| Q4 2022 | $649,342 | +5.8% | 9,897 | -2.4% | 0.25% | -0.8% |
| Q3 2022 | $614,000 | -7.4% | 10,143 | -4.1% | 0.25% | -0.4% |
| Q2 2022 | $663,000 | -22.8% | 10,576 | -6.6% | 0.25% | -14.0% |
| Q1 2022 | $859,000 | -7.5% | 11,329 | -2.0% | 0.29% | -6.1% |
| Q4 2021 | $929,000 | -7.7% | 11,555 | -11.9% | 0.31% | -6.0% |
| Q3 2021 | $1,006,000 | -8.4% | 13,120 | -6.4% | 0.33% | -2.9% |
| Q2 2021 | $1,098,000 | -2.1% | 14,024 | -6.9% | 0.34% | -2.0% |
| Q1 2021 | $1,121,000 | -4.5% | 15,057 | -12.6% | 0.35% | -3.1% |
| Q4 2020 | $1,174,000 | +102.8% | 17,222 | +65.2% | 0.36% | +103.4% |
| Q3 2020 | $579,000 | -11.9% | 10,428 | -16.5% | 0.18% | -1.1% |
| Q2 2020 | $657,000 | +17.7% | 12,490 | -5.6% | 0.18% | +10.5% |
| Q1 2020 | $558,000 | -35.1% | 13,232 | -7.4% | 0.16% | -14.7% |
| Q4 2019 | $860,000 | +1.9% | 14,297 | -4.2% | 0.19% | -10.4% |
| Q3 2019 | $844,000 | -5.2% | 14,930 | -4.2% | 0.21% | +11.0% |
| Q2 2019 | $890,000 | -4.4% | 15,581 | -7.3% | 0.19% | -6.4% |
| Q1 2019 | $931,000 | -1.6% | 16,810 | +2.8% | 0.20% | -12.8% |
| Q3 2018 | $946,000 | -22.6% | 16,352 | -26.5% | 0.23% | -26.4% |
| Q2 2018 | $1,222,000 | – | 22,255 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |