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 | $302,322 | +0.8% | 4,467 | +5.8% | 0.15% | +4.3% |
| Q2 2023 | $299,795 | -2.7% | 4,221 | -7.0% | 0.14% | -8.5% |
| Q1 2023 | $308,052 | +1.4% | 4,540 | -2.0% | 0.15% | -3.8% |
| Q4 2022 | $303,825 | +9.7% | 4,631 | +1.2% | 0.16% | -0.6% |
| Q3 2022 | $277,000 | -5.5% | 4,577 | -2.0% | 0.16% | -1.2% |
| Q2 2022 | $293,000 | -19.5% | 4,669 | -2.8% | 0.16% | -7.4% |
| Q1 2022 | $364,000 | -4.2% | 4,804 | +1.6% | 0.18% | -2.8% |
| Q4 2021 | $380,000 | +28.4% | 4,730 | +9.1% | 0.18% | +1.1% |
| Q4 2020 | $296,000 | +19.8% | 4,335 | -2.8% | 0.18% | +6.6% |
| Q3 2020 | $247,000 | +9.3% | 4,460 | +4.0% | 0.17% | +1.8% |
| Q2 2020 | $226,000 | +1.8% | 4,288 | +16.6% | 0.16% | +8.6% |
| Q4 2019 | $222,000 | +2.8% | 3,678 | -3.6% | 0.15% | -8.5% |
| Q3 2019 | $216,000 | -4.0% | 3,816 | -3.2% | 0.16% | -5.2% |
| Q2 2019 | $225,000 | +5.1% | 3,941 | +4.3% | 0.17% | +4.2% |
| Q1 2019 | $214,000 | – | 3,779 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |