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 | $979,668 | -5.5% | 14,475 | -0.8% | 0.60% | -4.5% |
| Q2 2023 | $1,036,683 | +3.3% | 14,595 | -1.4% | 0.63% | -4.7% |
| Q1 2023 | $1,003,841 | +10.3% | 14,795 | +6.7% | 0.66% | +3.1% |
| Q4 2022 | $910,011 | -1.2% | 13,870 | -8.9% | 0.64% | -7.0% |
| Q3 2022 | $921,000 | -6.7% | 15,220 | -3.3% | 0.68% | -1.4% |
| Q2 2022 | $987,000 | -17.5% | 15,740 | -0.2% | 0.70% | -4.3% |
| Q1 2022 | $1,196,000 | -10.7% | 15,765 | -5.4% | 0.73% | -8.8% |
| Q4 2021 | $1,340,000 | +2.6% | 16,665 | -2.1% | 0.80% | -4.4% |
| Q3 2021 | $1,306,000 | -6.9% | 17,030 | -5.0% | 0.83% | -6.0% |
| Q2 2021 | $1,403,000 | -17.8% | 17,930 | -21.8% | 0.89% | -23.6% |
| Q1 2021 | $1,707,000 | -8.4% | 22,930 | -16.1% | 1.16% | -14.2% |
| Q4 2020 | $1,863,000 | – | 27,330 | – | 1.35% | – |
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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% |