SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,453 | -13.1% | 13,999 | -8.8% | 0.98% | -8.5% |
| Q2 2023 | $1,090,169 | +0.9% | 15,348 | -3.6% | 1.07% | -5.1% |
| Q1 2023 | $1,080,036 | -15.1% | 15,918 | -17.9% | 1.13% | +15.9% |
| Q4 2022 | $1,272,703 | +8.3% | 19,398 | -0.0% | 0.97% | -8.0% |
| Q3 2022 | $1,175,000 | -3.8% | 19,405 | -0.4% | 1.06% | +1.2% |
| Q2 2022 | $1,222,000 | -27.1% | 19,475 | -11.9% | 1.05% | -18.1% |
| Q1 2022 | $1,677,000 | -6.3% | 22,113 | -0.6% | 1.28% | +22.8% |
| Q4 2021 | $1,789,000 | +5.0% | 22,237 | +0.1% | 1.04% | -12.8% |
| Q3 2021 | $1,704,000 | -6.0% | 22,223 | -4.1% | 1.19% | -15.3% |
| Q2 2021 | $1,813,000 | -0.2% | 23,164 | -5.1% | 1.41% | -6.7% |
| Q1 2021 | $1,816,000 | +2570.6% | 24,396 | -22.1% | 1.51% | +8277.8% |
| Q4 2020 | $68,000 | -96.1% | 31,330 | +0.2% | 0.02% | -98.9% |
| Q3 2020 | $1,734,000 | +2.2% | 31,270 | -3.0% | 1.64% | +313.4% |
| Q2 2020 | $1,696,000 | – | 32,231 | – | 0.40% | – |
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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% |