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 | $128,863 | -4.7% | 1,904 | 0.0% | 0.08% | +8.7% |
Q2 2023 | $135,241 | +5.0% | 1,904 | +0.3% | 0.07% | -1.4% |
Q1 2023 | $128,847 | +104653.7% | 1,899 | +1.3% | 0.07% | +2.9% |
Q4 2022 | $123 | -99.9% | 1,874 | +10.3% | 0.07% | +7.9% |
Q3 2022 | $103,000 | +24.1% | 1,699 | +28.6% | 0.06% | +31.2% |
Q2 2022 | $83,000 | -17.0% | 1,321 | 0.0% | 0.05% | -4.0% |
Q1 2022 | $100,000 | -1.0% | 1,321 | +5.2% | 0.05% | -2.0% |
Q4 2021 | $101,000 | +5.2% | 1,256 | 0.0% | 0.05% | -1.9% |
Q3 2021 | $96,000 | -5.9% | 1,256 | -3.2% | 0.05% | -1.9% |
Q2 2021 | $102,000 | +5.2% | 1,298 | 0.0% | 0.05% | -1.9% |
Q1 2021 | $97,000 | +12.8% | 1,298 | +3.3% | 0.05% | +5.9% |
Q4 2020 | $86,000 | +22.9% | 1,256 | 0.0% | 0.05% | +8.5% |
Q3 2020 | $70,000 | -5.4% | 1,256 | -10.7% | 0.05% | -14.5% |
Q2 2020 | $74,000 | +29.8% | 1,406 | +4.8% | 0.06% | +7.8% |
Q1 2020 | $57,000 | -26.0% | 1,341 | +5.1% | 0.05% | -5.6% |
Q4 2019 | $77,000 | +63.8% | 1,276 | +53.4% | 0.05% | +50.0% |
Q3 2019 | $47,000 | +27.0% | 832 | +27.0% | 0.04% | +28.6% |
Q2 2019 | $37,000 | -2.6% | 655 | -4.4% | 0.03% | -6.7% |
Q1 2019 | $38,000 | +15.2% | 685 | 0.0% | 0.03% | +7.1% |
Q4 2018 | $33,000 | – | 685 | – | 0.03% | – |
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% |