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 | $2,165 | -4.0% | 31,996 | +0.8% | 0.91% | +1.3% |
| Q2 2023 | $2,255 | +4.6% | 31,745 | -0.1% | 0.90% | -0.3% |
| Q1 2023 | $2,156 | +2.7% | 31,782 | -0.7% | 0.90% | -3.0% |
| Q4 2022 | $2,100 | -99.9% | 32,003 | +0.1% | 0.93% | +3.0% |
| Q3 2022 | $1,936,000 | -11.2% | 31,986 | +1.6% | 0.91% | +2.8% |
| Q2 2022 | $2,180,000 | -8.3% | 31,496 | +0.5% | 0.88% | +1.4% |
| Q1 2022 | $2,377,000 | +4.0% | 31,330 | +10.3% | 0.87% | +6.4% |
| Q4 2021 | $2,285,000 | +10.6% | 28,410 | +5.4% | 0.82% | +6.5% |
| Q3 2021 | $2,066,000 | -2.7% | 26,945 | -0.7% | 0.77% | -2.8% |
| Q2 2021 | $2,124,000 | +0.4% | 27,140 | -4.5% | 0.79% | +7.5% |
| Q1 2021 | $2,116,000 | +18.8% | 28,432 | +8.9% | 0.73% | +5.2% |
| Q4 2020 | $1,781,000 | +39.0% | 26,120 | +13.1% | 0.70% | +20.3% |
| Q3 2020 | $1,281,000 | – | 23,086 | – | 0.58% | – |
Download | ||||||
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% |