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 | $6,298,412 | -4.3% | 93,062 | +0.4% | 3.20% | -6.6% |
| Q2 2023 | $6,581,148 | +7.4% | 92,653 | +2.6% | 3.42% | +3.0% |
| Q1 2023 | $6,126,291 | +7.0% | 90,292 | +3.5% | 3.32% | +1.3% |
| Q4 2022 | $5,723,481 | -4.3% | 87,262 | -11.7% | 3.28% | -6.0% |
| Q3 2022 | $5,981,000 | -3.3% | 98,809 | +0.5% | 3.49% | +1.1% |
| Q2 2022 | $6,182,000 | -14.7% | 98,349 | +3.5% | 3.45% | -0.7% |
| Q1 2022 | $7,250,000 | -3.5% | 95,061 | +1.8% | 3.48% | -1.3% |
| Q4 2021 | $7,515,000 | +9.2% | 93,405 | +4.3% | 3.53% | -1.0% |
| Q3 2021 | $6,884,000 | +3.0% | 89,548 | +5.0% | 3.56% | +1.0% |
| Q2 2021 | $6,682,000 | +7.6% | 85,277 | +2.3% | 3.53% | -2.0% |
| Q1 2021 | $6,212,000 | +8.8% | 83,398 | -0.5% | 3.60% | +0.3% |
| Q4 2020 | $5,712,000 | – | 83,783 | – | 3.59% | – |
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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% |