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 | $4,824 | -4.3% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,043 | +5.1% | 71 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $4,797 | +3.8% | 71 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $4,622 | +15.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $4,000 | -20.0% | 70 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 69 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $6,000 | -64.7% | 69 | -69.2% | 0.00% | -62.5% |
| Q3 2021 | $17,000 | -10.5% | 224 | -9.7% | 0.01% | -11.1% |
| Q2 2021 | $19,000 | -13.6% | 248 | -16.8% | 0.01% | -30.8% |
| Q1 2021 | $22,000 | +10.0% | 298 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $20,000 | +17.6% | 298 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +6.2% | 298 | +0.3% | 0.01% | -7.7% |
| Q2 2020 | $16,000 | +33.3% | 297 | 0.0% | 0.01% | +8.3% |
| Q1 2020 | $12,000 | -52.0% | 297 | -30.0% | 0.01% | -29.4% |
| Q4 2019 | $25,000 | – | 424 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |