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 | $4,745,479 | -10.6% | 70,116 | -6.2% | 1.03% | -8.9% |
| Q2 2023 | $5,307,177 | -2.5% | 74,717 | -6.9% | 1.13% | -3.7% |
| Q1 2023 | $5,444,228 | +1.7% | 80,239 | -1.6% | 1.18% | -4.7% |
| Q4 2022 | $5,351,699 | +8.5% | 81,568 | +0.1% | 1.23% | -2.0% |
| Q3 2022 | $4,934,000 | -2.4% | 81,508 | +1.2% | 1.26% | +7.3% |
| Q2 2022 | $5,054,000 | -11.2% | 80,563 | +7.3% | 1.17% | -4.8% |
| Q1 2022 | $5,694,000 | -4.2% | 75,062 | +1.5% | 1.23% | -0.3% |
| Q4 2021 | $5,945,000 | +9.5% | 73,917 | +4.4% | 1.24% | -0.2% |
| Q3 2021 | $5,429,000 | +3.2% | 70,823 | +5.4% | 1.24% | -2.5% |
| Q2 2021 | $5,260,000 | +9.7% | 67,208 | +4.3% | 1.27% | -1.9% |
| Q1 2021 | $4,797,000 | +16.2% | 64,447 | +6.5% | 1.29% | +8.9% |
| Q4 2020 | $4,127,000 | – | 60,531 | – | 1.19% | – |
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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% |