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 2021 | $25,000 | -10.7% | 339 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $28,000 | -54.1% | 339 | -56.5% | 0.01% | -56.2% |
| Q2 2021 | $61,000 | +1.7% | 779 | 0.0% | 0.03% | -8.6% |
| Q1 2021 | $60,000 | +100.0% | 779 | +77.0% | 0.04% | +84.2% |
| Q4 2020 | $30,000 | +15.4% | 440 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $26,000 | +13.0% | 440 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $23,000 | +15.0% | 440 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $20,000 | -33.3% | 440 | -11.8% | 0.02% | -25.9% |
| Q4 2019 | $30,000 | – | 499 | – | 0.03% | – |
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% |