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 | $5,811,713 | -7.2% | 85,870 | -2.6% | 3.67% | -9.4% |
| Q2 2023 | $6,261,393 | +5.1% | 88,151 | +0.0% | 4.05% | +2.7% |
| Q1 2023 | $5,958,655 | +3.0% | 88,133 | -0.0% | 3.95% | +4.4% |
| Q4 2022 | $5,782,825 | +11.3% | 88,139 | +2.6% | 3.78% | +13.2% |
| Q3 2022 | $5,198,000 | -3.1% | 85,879 | +0.5% | 3.34% | +1.9% |
| Q2 2022 | $5,362,000 | -16.6% | 85,481 | +0.9% | 3.28% | -5.8% |
| Q1 2022 | $6,427,000 | -4.0% | 84,720 | +1.8% | 3.48% | +1.2% |
| Q4 2021 | $6,693,000 | +7.8% | 83,213 | +2.8% | 3.44% | -1.5% |
| Q3 2021 | $6,207,000 | +1.6% | 80,966 | +3.7% | 3.50% | -1.9% |
| Q2 2021 | $6,109,000 | +9.0% | 78,053 | +3.7% | 3.56% | +2.3% |
| Q1 2021 | $5,604,000 | +17.3% | 75,290 | +7.5% | 3.48% | +11.5% |
| Q4 2020 | $4,776,000 | +41.9% | 70,049 | +15.5% | 3.12% | +33.2% |
| Q3 2020 | $3,366,000 | +4.6% | 60,664 | -0.8% | 2.34% | +2.3% |
| Q2 2020 | $3,218,000 | +27.3% | 61,159 | +2.0% | 2.29% | +25.9% |
| Q1 2020 | $2,527,000 | -27.0% | 59,943 | +4.2% | 1.82% | -17.7% |
| Q4 2019 | $3,460,000 | – | 57,523 | – | 2.21% | – |
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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% |