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 | $1,081,120 | -4.0% | 15,974 | -3.8% | 0.78% | -4.6% |
| Q2 2023 | $1,126,310 | 0.0% | 16,600 | 0.0% | 0.82% | 0.0% |
| Q1 2023 | $1,126,310 | +1.6% | 16,600 | -1.7% | 0.82% | -2.0% |
| Q4 2022 | $1,108,481 | +7.2% | 16,895 | -1.1% | 0.84% | +2.1% |
| Q3 2022 | $1,034,000 | -4.4% | 17,085 | -1.0% | 0.82% | +3.5% |
| Q2 2022 | $1,082,000 | -17.3% | 17,250 | -0.1% | 0.79% | -3.2% |
| Q1 2022 | $1,309,000 | -4.6% | 17,262 | +1.2% | 0.82% | -1.2% |
| Q4 2021 | $1,372,000 | +5.8% | 17,059 | +0.9% | 0.83% | -3.3% |
| Q3 2021 | $1,297,000 | -1.3% | 16,914 | +0.8% | 0.85% | -5.5% |
| Q2 2021 | $1,314,000 | +5.9% | 16,784 | +0.6% | 0.90% | -2.5% |
| Q1 2021 | $1,241,000 | +11.7% | 16,679 | +2.3% | 0.93% | +0.2% |
| Q4 2020 | $1,111,000 | +28.7% | 16,299 | +4.8% | 0.92% | +12.7% |
| Q3 2020 | $863,000 | +5.6% | 15,559 | +0.2% | 0.82% | -4.6% |
| Q2 2020 | $817,000 | +17.4% | 15,526 | -6.0% | 0.86% | +1.9% |
| Q1 2020 | $696,000 | -46.7% | 16,516 | -23.9% | 0.84% | -32.1% |
| Q4 2019 | $1,306,000 | – | 21,713 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |