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 | $1,163,928 | -12.4% | 17,198 | -8.1% | 0.59% | -8.9% |
| Q2 2023 | $1,329,007 | +13.1% | 18,710 | +8.0% | 0.65% | +6.7% |
| Q1 2023 | $1,174,933 | +9.4% | 17,317 | +5.8% | 0.61% | -0.7% |
| Q4 2022 | $1,074,356 | +10.5% | 16,375 | +1.9% | 0.61% | +0.5% |
| Q3 2022 | $972,000 | -6.3% | 16,066 | +4.2% | 0.61% | +2.9% |
| Q2 2022 | $1,037,000 | +0.8% | 15,416 | +8.2% | 0.59% | +5.9% |
| Q1 2022 | $1,029,000 | -3.7% | 14,242 | +2.0% | 0.56% | -0.4% |
| Q4 2021 | $1,069,000 | +2.4% | 13,967 | +11.3% | 0.56% | +4.7% |
| Q3 2021 | $1,044,000 | +6.1% | 12,544 | +0.5% | 0.54% | -0.4% |
| Q2 2021 | $984,000 | +5.4% | 12,480 | +1.6% | 0.54% | +0.2% |
| Q1 2021 | $934,000 | +38.2% | 12,282 | +32.4% | 0.54% | +33.9% |
| Q4 2020 | $676,000 | +28.5% | 9,274 | +4.0% | 0.40% | +6.9% |
| Q3 2020 | $526,000 | +6.7% | 8,916 | +0.3% | 0.38% | -1.8% |
| Q2 2020 | $493,000 | +17.4% | 8,885 | +0.1% | 0.38% | -4.3% |
| Q1 2020 | $420,000 | +8.0% | 8,875 | +37.7% | 0.40% | +10.5% |
| Q4 2019 | $389,000 | – | 6,443 | – | 0.36% | – |
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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% |