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 | $1,571,394 | -5.6% | 23,218 | -0.9% | 0.66% | -0.2% |
| Q2 2023 | $1,663,877 | -0.6% | 23,425 | -5.0% | 0.66% | -6.0% |
| Q1 2023 | $1,673,180 | +3.3% | 24,660 | -0.1% | 0.70% | -1.6% |
| Q4 2022 | $1,619,451 | +8.2% | 24,683 | -0.2% | 0.71% | +3.8% |
| Q3 2022 | $1,497,000 | -4.2% | 24,740 | -0.7% | 0.68% | +2.2% |
| Q2 2022 | $1,563,000 | -17.9% | 24,925 | -0.7% | 0.67% | -3.5% |
| Q1 2022 | $1,904,000 | -8.3% | 25,100 | -2.8% | 0.69% | -1.0% |
| Q4 2021 | $2,077,000 | -2.7% | 25,818 | -7.3% | 0.70% | -8.4% |
| Q3 2021 | $2,135,000 | -11.4% | 27,848 | -9.5% | 0.76% | -2.3% |
| Q2 2021 | $2,409,000 | +2.5% | 30,783 | -2.5% | 0.78% | -0.8% |
| Q1 2021 | $2,351,000 | +5.8% | 31,579 | -3.2% | 0.79% | +4.0% |
| Q4 2020 | $2,223,000 | +17.7% | 32,609 | -4.2% | 0.76% | +7.2% |
| Q3 2020 | $1,889,000 | +1.6% | 34,039 | -3.7% | 0.71% | -4.6% |
| Q2 2020 | $1,860,000 | -16.3% | 35,359 | -32.9% | 0.74% | -27.9% |
| Q1 2020 | $2,221,000 | -27.7% | 52,677 | +3.2% | 1.03% | -13.3% |
| Q4 2019 | $3,071,000 | +10.3% | 51,057 | +3.7% | 1.18% | +4.3% |
| Q3 2019 | $2,785,000 | +2.7% | 49,249 | +3.7% | 1.14% | +0.2% |
| Q2 2019 | $2,711,000 | +14.2% | 47,482 | +10.8% | 1.13% | +8.6% |
| Q1 2019 | $2,373,000 | +17.2% | 42,839 | +1.4% | 1.04% | +4.0% |
| Q4 2018 | $2,025,000 | -14.6% | 42,254 | +3.1% | 1.00% | -4.8% |
| Q3 2018 | $2,370,000 | +5.6% | 40,974 | +0.2% | 1.05% | +1.8% |
| Q2 2018 | $2,244,000 | +2.0% | 40,887 | -1.7% | 1.04% | +1.9% |
| Q1 2018 | $2,200,000 | – | 41,595 | – | 1.02% | – |
Download | ||||||
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% |