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 | $413,389 | -4.5% | 6,108 | +0.2% | 0.24% | +1.7% |
Q2 2023 | $432,786 | +4.7% | 6,093 | 0.0% | 0.23% | -4.1% |
Q1 2023 | $413,410 | +3.4% | 6,093 | 0.0% | 0.24% | -5.8% |
Q4 2022 | $399,762 | +8.3% | 6,093 | 0.0% | 0.26% | -4.1% |
Q3 2022 | $369,000 | -3.4% | 6,093 | 0.0% | 0.27% | +0.7% |
Q2 2022 | $382,000 | -17.3% | 6,093 | 0.0% | 0.27% | -2.9% |
Q1 2022 | $462,000 | -5.7% | 6,093 | 0.0% | 0.28% | +9.1% |
Q4 2021 | $490,000 | +3.6% | 6,093 | -1.2% | 0.25% | +4.6% |
Q3 2021 | $473,000 | -2.1% | 6,166 | 0.0% | 0.24% | -3.6% |
Q2 2021 | $483,000 | +3.6% | 6,166 | -1.6% | 0.25% | -1.2% |
Q1 2021 | $466,000 | +9.1% | 6,266 | 0.0% | 0.25% | -12.5% |
Q4 2020 | $427,000 | +29.8% | 6,266 | +0.2% | 0.29% | +4.7% |
Q3 2020 | $329,000 | 0.0% | 6,254 | 0.0% | 0.28% | -0.4% |
Q2 2020 | $329,000 | +17.9% | 6,254 | -5.5% | 0.28% | +4.1% |
Q1 2020 | $279,000 | +36.1% | 6,619 | +93.5% | 0.27% | +29.8% |
Q4 2019 | $205,000 | – | 3,421 | – | 0.20% | – |
Download |
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% |