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 | $3,040,535 | -22.2% | 44,925 | -18.4% | 1.54% | -17.5% |
| Q2 2023 | $3,910,589 | +9.2% | 55,055 | +4.3% | 1.86% | -0.6% |
| Q1 2023 | $3,581,916 | +4.8% | 52,792 | +1.3% | 1.87% | -0.8% |
| Q4 2022 | $3,419,394 | +117.1% | 52,117 | +100.3% | 1.89% | +101.4% |
| Q3 2022 | $1,575,000 | +501.1% | 26,025 | +523.2% | 0.94% | +542.5% |
| Q2 2022 | $262,000 | -22.9% | 4,176 | -6.9% | 0.15% | -16.1% |
| Q1 2022 | $340,000 | -11.5% | 4,485 | -6.1% | 0.17% | -6.5% |
| Q4 2021 | $384,000 | +15.7% | 4,776 | +10.1% | 0.19% | +7.5% |
| Q3 2021 | $332,000 | -6.2% | 4,337 | -4.0% | 0.17% | -2.3% |
| Q2 2021 | $354,000 | +5.7% | 4,520 | +0.5% | 0.18% | +1.1% |
| Q1 2021 | $335,000 | +9.5% | 4,497 | +0.3% | 0.18% | +0.6% |
| Q4 2020 | $306,000 | +9.7% | 4,483 | -10.8% | 0.17% | -2.8% |
| Q3 2020 | $279,000 | +5.7% | 5,026 | +0.4% | 0.18% | -1.1% |
| Q2 2020 | $264,000 | +15.8% | 5,008 | -7.2% | 0.18% | -1.1% |
| Q1 2020 | $228,000 | -29.6% | 5,398 | +0.2% | 0.18% | -29.3% |
| Q4 2019 | $324,000 | -3.3% | 5,386 | -9.1% | 0.26% | -13.4% |
| Q3 2019 | $335,000 | -6.9% | 5,927 | -6.0% | 0.30% | +5.7% |
| Q2 2019 | $360,000 | +0.6% | 6,305 | 0.0% | 0.28% | -1.4% |
| Q1 2019 | $358,000 | -9.1% | 6,305 | -23.2% | 0.29% | -23.5% |
| Q4 2018 | $394,000 | – | 8,210 | – | 0.38% | – |
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% |