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 | $26,531 | -4.7% | 392 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $27,844 | +4.7% | 392 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $26,597 | +3.4% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $25,719 | +7.2% | 392 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 392 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 392 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $32,000 | +6.7% | 392 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $30,000 | -3.2% | 392 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $31,000 | +6.9% | 392 | 0.0% | 0.02% | +31.2% |
| Q1 2021 | $29,000 | +7.4% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $27,000 | +22.7% | 392 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $22,000 | +4.8% | 392 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $21,000 | +75.0% | 392 | +41.5% | 0.02% | +50.0% |
| Q1 2020 | $12,000 | – | 277 | – | 0.01% | – |
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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% |