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 | $11,451,519 | -5.4% | 169,201 | -0.8% | 6.45% | -3.7% |
| Q2 2023 | $12,110,410 | +2.7% | 170,497 | -1.9% | 6.70% | -4.7% |
| Q1 2023 | $11,796,552 | +1.8% | 173,862 | -1.6% | 7.03% | -5.8% |
| Q4 2022 | $11,587,622 | +7.8% | 176,614 | -0.5% | 7.46% | -4.5% |
| Q3 2022 | $10,747,000 | -2.9% | 177,552 | +0.7% | 7.81% | -3.9% |
| Q2 2022 | $11,064,000 | -17.7% | 176,375 | -0.4% | 8.13% | -4.3% |
| Q1 2022 | $13,438,000 | -9.1% | 177,144 | -3.6% | 8.49% | -3.6% |
| Q4 2021 | $14,782,000 | +2.0% | 183,783 | -2.8% | 8.80% | -5.7% |
| Q3 2021 | $14,492,000 | -5.8% | 189,047 | -3.8% | 9.34% | -7.7% |
| Q2 2021 | $15,380,000 | -0.4% | 196,498 | -2.0% | 10.12% | -4.0% |
| Q1 2021 | $15,447,000 | +1.4% | 200,532 | -6.1% | 10.54% | -7.3% |
| Q4 2020 | $15,232,000 | – | 213,596 | – | 11.38% | – |
Download | ||||||
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% |