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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $344,848 | +3.9% | 5,256 | -4.3% | 0.50% | +9.5% |
| Q3 2022 | $332,000 | -3.8% | 5,493 | 0.0% | 0.45% | +4.1% |
| Q2 2022 | $345,000 | -17.3% | 5,493 | 0.0% | 0.43% | +8.0% |
| Q1 2022 | $417,000 | -5.7% | 5,493 | 0.0% | 0.40% | +7.5% |
| Q4 2021 | $442,000 | +5.0% | 5,493 | 0.0% | 0.37% | -4.6% |
| Q3 2021 | $421,000 | -6.4% | 5,493 | -4.5% | 0.39% | -6.7% |
| Q2 2021 | $450,000 | +5.1% | 5,752 | 0.0% | 0.42% | -1.6% |
| Q1 2021 | $428,000 | – | 5,752 | – | 0.43% | – |
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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% |