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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $641,726 | +31.4% | 8,520 | +18.0% | 0.26% | +22.1% |
| Q3 2023 | $488,514 | -4.9% | 7,218 | -0.2% | 0.21% | -3.6% |
| Q2 2023 | $513,618 | +4.4% | 7,231 | -0.3% | 0.22% | -2.6% |
| Q1 2023 | $492,184 | +3.3% | 7,254 | -0.1% | 0.23% | -1.7% |
| Q4 2022 | $476,525 | -4.9% | 7,263 | -12.2% | 0.23% | -12.5% |
| Q3 2022 | $501,000 | -4.9% | 8,275 | -1.5% | 0.26% | -1.1% |
| Q2 2022 | $527,000 | -17.3% | 8,401 | -0.0% | 0.27% | -4.3% |
| Q1 2022 | $637,000 | -7.3% | 8,403 | -1.6% | 0.28% | -4.5% |
| Q4 2021 | $687,000 | -5.1% | 8,541 | -9.6% | 0.29% | -6.7% |
| Q3 2021 | $724,000 | -3.3% | 9,446 | -1.2% | 0.31% | -0.6% |
| Q2 2021 | $749,000 | -24.0% | 9,565 | -27.7% | 0.32% | -30.9% |
| Q1 2021 | $985,000 | +16.4% | 13,232 | +6.6% | 0.46% | +4.1% |
| Q4 2020 | $846,000 | -10.9% | 12,412 | -27.5% | 0.44% | -19.8% |
| Q3 2020 | $950,000 | -63.8% | 17,119 | -65.7% | 0.55% | -68.1% |
| Q2 2020 | $2,627,000 | -38.7% | 49,925 | -50.9% | 1.71% | -56.9% |
| Q1 2020 | $4,283,000 | -30.4% | 101,578 | -0.8% | 3.97% | -18.2% |
| Q4 2019 | $6,158,000 | – | 102,370 | – | 4.85% | – |
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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% |