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 | $6,654,053 | -5.9% | 98,316 | -1.3% | 1.39% | -4.6% |
| Q2 2023 | $7,074,373 | +2.8% | 99,597 | -1.8% | 1.45% | -3.0% |
| Q1 2023 | $6,881,240 | +2.2% | 101,418 | -1.1% | 1.50% | -3.8% |
| Q4 2022 | $6,730,424 | +7.7% | 102,582 | -0.7% | 1.56% | -0.5% |
| Q3 2022 | $6,252,000 | -5.3% | 103,287 | -1.8% | 1.56% | -0.1% |
| Q2 2022 | $6,600,000 | -23.7% | 105,212 | -7.7% | 1.57% | -13.9% |
| Q1 2022 | $8,649,000 | -6.5% | 114,027 | -0.8% | 1.82% | -1.8% |
| Q4 2021 | $9,249,000 | +1.8% | 114,999 | -3.0% | 1.85% | -5.7% |
| Q3 2021 | $9,086,000 | -2.5% | 118,517 | -0.4% | 1.97% | -9.6% |
| Q2 2021 | $9,317,000 | +2.7% | 119,034 | -2.3% | 2.18% | -20.2% |
| Q1 2021 | $9,068,000 | +4.6% | 121,838 | -4.2% | 2.72% | -24.0% |
| Q4 2020 | $8,673,000 | +21.5% | 127,201 | -1.1% | 3.58% | -0.4% |
| Q3 2020 | $7,137,000 | +2.6% | 128,632 | -2.7% | 3.60% | -3.7% |
| Q2 2020 | $6,953,000 | +18.4% | 132,135 | -5.1% | 3.74% | +7.0% |
| Q1 2020 | $5,872,000 | -28.8% | 139,284 | +1.6% | 3.49% | -32.0% |
| Q4 2019 | $8,246,000 | – | 137,087 | – | 5.14% | – |
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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% |