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 | $1,276,144 | -6.5% | 18,856 | -1.8% | 0.05% | -2.0% |
| Q2 2023 | $1,364,398 | +5.0% | 19,209 | +0.3% | 0.05% | -2.0% |
| Q1 2023 | $1,299,520 | +369081.8% | 19,153 | +256.9% | 0.05% | +155.0% |
| Q4 2022 | $352 | -99.9% | 5,367 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $324,000 | -42.9% | 5,350 | -40.8% | 0.02% | -13.0% |
| Q2 2022 | $567,000 | -68.8% | 9,034 | -62.3% | 0.02% | -53.1% |
| Q1 2022 | $1,817,000 | -3.0% | 23,949 | +2.8% | 0.05% | +16.7% |
| Q4 2021 | $1,873,000 | +4.5% | 23,292 | -0.4% | 0.04% | -10.6% |
| Q3 2021 | $1,792,000 | -0.7% | 23,381 | +1.4% | 0.05% | -4.1% |
| Q2 2021 | $1,805,000 | -2.4% | 23,059 | -8.5% | 0.05% | 0.0% |
| Q1 2021 | $1,849,000 | – | 25,193 | – | 0.05% | – |
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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% |