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 | $1,694,238 | -6.0% | 25,033 | -1.3% | 0.76% | -1.3% |
| Q2 2023 | $1,802,165 | +3.4% | 25,372 | -1.2% | 0.76% | -5.2% |
| Q1 2023 | $1,742,707 | -4.8% | 25,685 | -7.9% | 0.81% | -10.6% |
| Q4 2022 | $1,830,058 | +7.5% | 27,893 | -0.9% | 0.90% | -7.8% |
| Q3 2022 | $1,703,000 | -3.7% | 28,137 | -0.2% | 0.98% | +18.0% |
| Q2 2022 | $1,768,000 | +226.2% | 28,185 | +294.8% | 0.83% | +197.5% |
| Q1 2022 | $542,000 | – | 7,139 | – | 0.28% | – |
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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% |