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 | $10,397,996 | -4.8% | 153,635 | -0.1% | 1.02% | -6.2% |
| Q2 2023 | $10,919,582 | +1.5% | 153,732 | -3.0% | 1.09% | -6.7% |
| Q1 2023 | $10,755,559 | +1.1% | 158,520 | -2.2% | 1.17% | -8.2% |
| Q4 2022 | $10,637,725 | +4670.3% | 162,136 | +4309.5% | 1.27% | +3878.1% |
| Q3 2022 | $223,000 | +82.8% | 3,677 | +88.7% | 0.03% | +52.4% |
| Q2 2022 | $122,000 | -5.4% | 1,949 | +14.6% | 0.02% | 0.0% |
| Q1 2022 | $129,000 | -2.3% | 1,701 | +3.5% | 0.02% | 0.0% |
| Q4 2021 | $132,000 | +175.0% | 1,644 | +163.9% | 0.02% | +110.0% |
| Q3 2021 | $48,000 | +4.3% | 623 | +6.3% | 0.01% | -9.1% |
| Q2 2021 | $46,000 | -14.8% | 586 | -19.9% | 0.01% | -31.2% |
| Q1 2021 | $54,000 | +285.7% | 732 | +258.8% | 0.02% | +220.0% |
| Q4 2020 | $14,000 | +16.7% | 204 | -8.9% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +100.0% | 224 | +109.3% | 0.01% | +66.7% |
| Q2 2020 | $6,000 | -57.1% | 107 | -67.1% | 0.00% | -66.7% |
| Q1 2020 | $14,000 | +133.3% | 325 | +203.7% | 0.01% | +200.0% |
| Q4 2019 | $6,000 | 0.0% | 107 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $6,000 | 0.0% | 107 | +0.9% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 106 | -6.2% | 0.00% | -20.0% |
| Q1 2019 | $6,000 | +20.0% | 113 | +3.7% | 0.01% | 0.0% |
| Q4 2018 | $5,000 | – | 109 | – | 0.01% | – |
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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% |