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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $78,000 | -3.7% | 1,032 | +2.5% | 0.02% | 0.0% |
| Q4 2021 | $81,000 | +5.2% | 1,007 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $77,000 | -18.1% | 1,007 | -15.9% | 0.03% | -21.2% |
| Q2 2021 | $94,000 | -38.2% | 1,197 | -41.4% | 0.03% | -44.1% |
| Q1 2021 | $152,000 | +8.6% | 2,041 | -0.9% | 0.06% | -4.8% |
| Q4 2020 | $140,000 | +22.8% | 2,060 | +0.0% | 0.06% | +8.8% |
| Q3 2020 | $114,000 | +5.6% | 2,059 | +0.0% | 0.06% | -1.7% |
| Q2 2020 | $108,000 | +18.7% | 2,058 | -4.4% | 0.06% | -3.3% |
| Q1 2020 | $91,000 | -29.5% | 2,153 | +0.0% | 0.06% | -17.8% |
| Q4 2019 | $129,000 | -3.0% | 2,152 | -8.7% | 0.07% | -8.8% |
| Q3 2019 | $133,000 | -10.7% | 2,356 | -9.5% | 0.08% | -12.1% |
| Q2 2019 | $149,000 | +3.5% | 2,604 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $144,000 | +33.3% | 2,604 | +16.0% | 0.09% | +17.9% |
| Q4 2018 | $108,000 | -11.5% | 2,244 | 0.0% | 0.08% | -3.7% |
| Q3 2018 | $122,000 | +17.3% | 2,244 | +18.5% | 0.08% | +6.6% |
| Q2 2018 | $104,000 | +5.1% | 1,894 | +1.4% | 0.08% | +1.3% |
| Q1 2018 | $99,000 | – | 1,868 | – | 0.08% | – |
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% |