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 | $74,989 | -27.1% | 1,108 | -23.5% | 0.02% | -23.1% |
| Q2 2023 | $102,922 | +4.7% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $98,315 | +3.4% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $95,069 | +8.0% | 1,449 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $88,000 | -3.3% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $91,000 | -17.3% | 1,449 | 0.0% | 0.03% | -12.9% |
| Q1 2022 | $110,000 | -6.0% | 1,449 | 0.0% | 0.03% | -11.4% |
| Q4 2021 | $117,000 | +5.4% | 1,449 | 0.0% | 0.04% | -5.4% |
| Q3 2021 | $111,000 | -2.6% | 1,449 | -0.2% | 0.04% | -5.1% |
| Q2 2021 | $114,000 | +5.6% | 1,452 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $108,000 | +9.1% | 1,452 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $99,000 | +22.2% | 1,452 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $81,000 | +6.6% | 1,452 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $76,000 | +24.6% | 1,452 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $61,000 | +134.6% | 1,452 | +237.7% | 0.04% | +216.7% |
| Q4 2019 | $26,000 | +8.3% | 430 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | +1100.0% | 430 | +1094.4% | 0.01% | +1100.0% |
| Q2 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |