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 2023 | $222,397 | -1.5% | 3,131 | -5.9% | 0.06% | -7.6% |
| Q1 2023 | $225,758 | -11.9% | 3,327 | -14.8% | 0.07% | -29.0% |
| Q4 2022 | $256,303 | -0.3% | 3,906 | -4.7% | 0.09% | -7.0% |
| Q2 2022 | $257,000 | -17.1% | 4,099 | +0.3% | 0.10% | -12.3% |
| Q1 2022 | $310,000 | +2.3% | 4,088 | +0.1% | 0.11% | 0.0% |
| Q4 2021 | $303,000 | -29.7% | 4,083 | -27.3% | 0.11% | -32.9% |
| Q3 2021 | $431,000 | -25.3% | 5,620 | -23.8% | 0.17% | -36.1% |
| Q2 2021 | $577,000 | -7.7% | 7,371 | -12.2% | 0.27% | -12.5% |
| Q1 2021 | $625,000 | – | 8,392 | – | 0.30% | – |
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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% |