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 | $16 | -5.9% | 244 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $17 | -79.5% | 244 | -80.2% | 0.01% | -81.3% |
Q1 2023 | $83 | +2.5% | 1,234 | -0.2% | 0.08% | -2.6% |
Q4 2022 | $81 | -99.9% | 1,237 | +0.1% | 0.08% | +4.1% |
Q3 2022 | $74,000 | -21.3% | 1,236 | -0.2% | 0.07% | +8.8% |
Q1 2022 | $94,000 | -6.0% | 1,239 | +0.2% | 0.07% | 0.0% |
Q4 2021 | $100,000 | – | 1,236 | – | 0.07% | – |
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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% |