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 | $257,388 | -7.0% | 3,803 | -0.1% | 0.22% | -8.0% |
| Q2 2023 | $276,624 | +7.6% | 3,805 | +0.4% | 0.24% | -6.3% |
| Q1 2023 | $257,073 | -2.7% | 3,789 | +0.4% | 0.25% | -3.1% |
| Q4 2022 | $264,160 | +16.4% | 3,775 | +0.5% | 0.26% | +13.5% |
| Q3 2022 | $227,000 | -3.4% | 3,756 | +0.5% | 0.23% | -0.9% |
| Q2 2022 | $235,000 | -16.7% | 3,739 | +0.5% | 0.23% | +5.0% |
| Q1 2022 | $282,000 | -5.4% | 3,722 | +0.3% | 0.22% | -0.9% |
| Q4 2021 | $298,000 | +5.3% | 3,710 | +0.4% | 0.22% | -2.2% |
| Q3 2021 | $283,000 | -13.5% | 3,697 | -15.8% | 0.23% | -26.9% |
| Q1 2021 | $327,000 | +4.5% | 4,391 | -4.2% | 0.31% | -10.3% |
| Q4 2020 | $313,000 | – | 4,584 | – | 0.35% | – |
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% |