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 | $2,402,590 | -11.4% | 35,499 | -7.0% | 0.60% | 0.0% |
| Q2 2023 | $2,711,438 | -19.5% | 38,173 | -23.1% | 0.60% | -43.1% |
| Q1 2023 | $3,366,781 | -26.4% | 49,621 | -28.8% | 1.06% | -29.7% |
| Q4 2022 | $4,573,802 | +15.1% | 69,712 | +6.1% | 1.50% | -0.3% |
| Q3 2022 | $3,975,000 | -4.1% | 65,674 | -0.6% | 1.51% | -1.8% |
| Q2 2022 | $4,144,000 | -16.6% | 66,073 | +0.8% | 1.53% | -7.9% |
| Q1 2022 | $4,970,000 | -1.7% | 65,523 | +4.2% | 1.67% | +0.5% |
| Q4 2021 | $5,056,000 | +7.7% | 62,870 | +2.7% | 1.66% | -7.7% |
| Q3 2021 | $4,695,000 | +2.0% | 61,246 | +4.2% | 1.80% | +0.4% |
| Q2 2021 | $4,601,000 | +24.6% | 58,795 | +18.9% | 1.79% | -5.0% |
| Q1 2021 | $3,694,000 | +19.1% | 49,463 | +8.8% | 1.88% | +3.0% |
| Q4 2020 | $3,101,000 | +22.4% | 45,481 | -0.2% | 1.83% | -2.0% |
| Q3 2020 | $2,534,000 | +3.4% | 45,588 | -2.1% | 1.87% | +4.0% |
| Q2 2020 | $2,451,000 | +5.6% | 46,583 | -15.4% | 1.79% | -18.5% |
| Q1 2020 | $2,320,000 | -23.7% | 55,049 | +10.3% | 2.20% | -18.7% |
| Q4 2019 | $3,040,000 | – | 49,927 | – | 2.71% | – |
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% |