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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $88,000 | -17.0% | 1,408 | +0.4% | 0.01% | -13.3% |
Q1 2022 | $106,000 | -5.4% | 1,402 | +0.4% | 0.02% | -6.2% |
Q4 2021 | $112,000 | +4.7% | 1,397 | +0.4% | 0.02% | -5.9% |
Q3 2021 | $107,000 | -1.8% | 1,392 | +0.4% | 0.02% | 0.0% |
Q2 2021 | $109,000 | +5.8% | 1,387 | +0.2% | 0.02% | -5.6% |
Q1 2021 | $103,000 | +9.6% | 1,384 | +0.2% | 0.02% | 0.0% |
Q4 2020 | $94,000 | – | 1,381 | – | 0.02% | – |
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% |