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 | $274,297 | -7.0% | 4,053 | -2.4% | 0.10% | -5.5% |
| Q2 2023 | $294,850 | +4.7% | 4,151 | +0.0% | 0.11% | -4.3% |
| Q1 2023 | $281,517 | -0.9% | 4,149 | -4.1% | 0.12% | -7.3% |
| Q4 2022 | $283,992 | +13.1% | 4,328 | +4.4% | 0.12% | +4.2% |
| Q3 2022 | $251,000 | -3.5% | 4,145 | -0.0% | 0.12% | +2.6% |
| Q2 2022 | $260,000 | -47.9% | 4,147 | -37.0% | 0.12% | -41.4% |
| Q1 2022 | $499,000 | -14.3% | 6,583 | -9.0% | 0.20% | -16.1% |
| Q4 2021 | $582,000 | – | 7,233 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |