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 | $117,966 | -4.7% | 1,743 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $123,805 | -20.4% | 1,743 | -24.0% | 0.07% | -27.7% |
| Q1 2023 | $155,580 | +3.4% | 2,293 | 0.0% | 0.10% | -9.0% |
| Q4 2022 | $150,444 | +8.2% | 2,293 | 0.0% | 0.11% | +2.8% |
| Q3 2022 | $139,000 | -10.9% | 2,293 | -8.0% | 0.11% | +2.9% |
| Q2 2022 | $156,000 | -17.5% | 2,493 | 0.0% | 0.10% | +2.9% |
| Q1 2022 | $189,000 | -6.0% | 2,493 | 0.0% | 0.10% | +37.8% |
| Q4 2021 | $201,000 | -16.6% | 2,493 | -20.7% | 0.07% | -22.9% |
| Q3 2021 | $241,000 | -2.0% | 3,143 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $246,000 | +5.1% | 3,143 | 0.0% | 0.10% | -3.9% |
| Q1 2021 | $234,000 | +9.3% | 3,143 | 0.0% | 0.10% | +10.9% |
| Q4 2020 | $214,000 | +21.6% | 3,143 | -1.0% | 0.09% | +5.7% |
| Q3 2020 | $176,000 | +4.1% | 3,174 | -1.0% | 0.09% | -9.4% |
| Q2 2020 | $169,000 | +25.2% | 3,206 | 0.0% | 0.10% | -16.5% |
| Q1 2020 | $135,000 | -20.6% | 3,206 | +13.6% | 0.12% | -17.9% |
| Q4 2019 | $170,000 | – | 2,821 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |