SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,331 | -7.8% | 8,486 | -3.2% | 0.14% | -8.0% |
| Q2 2023 | $622,960 | +5.5% | 8,770 | -1.0% | 0.15% | -3.8% |
| Q1 2023 | $590,498 | -6.7% | 8,858 | -8.1% | 0.16% | -6.6% |
| Q4 2022 | $632,568 | +7.6% | 9,641 | -0.7% | 0.17% | -4.6% |
| Q3 2022 | $588,000 | -23.2% | 9,711 | -12.2% | 0.18% | -10.3% |
| Q2 2022 | $766,000 | -3.4% | 11,065 | +5.9% | 0.20% | +2.6% |
| Q1 2022 | $793,000 | -1.5% | 10,447 | +4.3% | 0.19% | -17.4% |
| Q4 2021 | $805,000 | +5.4% | 10,012 | +0.5% | 0.23% | -8.0% |
| Q3 2021 | $764,000 | +29.9% | 9,967 | +32.6% | 0.25% | +27.6% |
| Q2 2021 | $588,000 | +5.0% | 7,518 | -0.0% | 0.20% | -8.4% |
| Q1 2021 | $560,000 | +8.9% | 7,520 | -0.3% | 0.21% | -21.6% |
| Q4 2020 | $514,000 | +25.7% | 7,541 | +2.2% | 0.27% | +7.5% |
| Q3 2020 | $409,000 | +1.0% | 7,377 | -4.1% | 0.25% | -13.0% |
| Q2 2020 | $405,000 | +27.4% | 7,693 | +1.9% | 0.29% | +1.4% |
| Q1 2020 | $318,000 | -23.0% | 7,549 | +12.2% | 0.29% | +7.5% |
| Q4 2019 | $413,000 | +11.6% | 6,731 | +2.8% | 0.27% | +6.8% |
| Q3 2019 | $370,000 | +6.6% | 6,545 | +7.7% | 0.25% | +12.6% |
| Q2 2019 | $347,000 | +40.5% | 6,078 | +35.7% | 0.22% | +36.8% |
| Q1 2019 | $247,000 | +10.3% | 4,480 | -4.2% | 0.16% | -14.7% |
| Q4 2018 | $224,000 | +522.2% | 4,678 | +610.9% | 0.19% | +664.0% |
| Q2 2018 | $36,000 | – | 658 | – | 0.02% | – |
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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% |