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 | $1,300,481 | -7.7% | 19,215 | -3.2% | 0.21% | -7.1% |
| Q2 2023 | $1,409,357 | +6.1% | 19,842 | +1.4% | 0.22% | -0.4% |
| Q1 2023 | $1,327,874 | -1.9% | 19,571 | -5.1% | 0.22% | -7.8% |
| Q4 2022 | $1,353,262 | +5.7% | 20,626 | -2.4% | 0.24% | +8.0% |
| Q3 2022 | $1,280,000 | -10.2% | 21,139 | -7.0% | 0.23% | -12.7% |
| Q2 2022 | $1,426,000 | -10.3% | 22,740 | +0.3% | 0.26% | -14.2% |
| Q1 2022 | $1,590,000 | -14.4% | 22,670 | -1.8% | 0.30% | -27.8% |
| Q4 2021 | $1,857,000 | +17.7% | 23,089 | +12.1% | 0.42% | -1.2% |
| Q3 2021 | $1,578,000 | +364.1% | 20,588 | +264.2% | 0.42% | +113.6% |
| Q4 2019 | $340,000 | +2.4% | 5,653 | -5.2% | 0.20% | -10.8% |
| Q3 2019 | $332,000 | -3.5% | 5,965 | -0.5% | 0.22% | -5.9% |
| Q2 2019 | $344,000 | +28.8% | 5,996 | +26.2% | 0.24% | +18.0% |
| Q1 2019 | $267,000 | +16.6% | 4,752 | -0.6% | 0.20% | +19.0% |
| Q4 2018 | $229,000 | -16.4% | 4,780 | +0.2% | 0.17% | -7.7% |
| Q3 2018 | $274,000 | +2.6% | 4,769 | -1.9% | 0.18% | -7.1% |
| Q2 2018 | $267,000 | +2.7% | 4,861 | -1.2% | 0.20% | -10.1% |
| Q1 2018 | $260,000 | -3.7% | 4,918 | -2.9% | 0.22% | +5.3% |
| Q4 2017 | $270,000 | -1.5% | 5,065 | -7.5% | 0.21% | -13.8% |
| Q3 2017 | $274,000 | +26.3% | 5,473 | +21.3% | 0.24% | +11.6% |
| Q2 2017 | $217,000 | – | 4,512 | – | 0.22% | – |
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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% |