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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,352,180 | -3.5% | 19,037 | -7.8% | 0.83% | -6.6% |
| Q1 2023 | $1,401,050 | +3.7% | 20,649 | +0.3% | 0.89% | -0.6% |
| Q4 2022 | $1,351,287 | +0.5% | 20,596 | -7.3% | 0.90% | -9.5% |
| Q3 2022 | $1,344,983 | -3.1% | 22,220 | +0.4% | 0.99% | +1.4% |
| Q2 2022 | $1,387,739 | -7.1% | 22,122 | +12.3% | 0.98% | -6.2% |
| Q1 2022 | $1,494,457 | -5.5% | 19,700 | +0.2% | 1.04% | -3.2% |
| Q4 2021 | $1,581,456 | +4.7% | 19,663 | -0.2% | 1.07% | -6.0% |
| Q3 2021 | $1,510,208 | -1.9% | 19,700 | +0.1% | 1.14% | -6.2% |
| Q2 2021 | $1,539,743 | +6.4% | 19,672 | +1.2% | 1.22% | -11.9% |
| Q1 2021 | $1,447,266 | -3.0% | 19,445 | -11.2% | 1.38% | -16.0% |
| Q4 2020 | $1,492,522 | – | 21,891 | – | 1.65% | – |
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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% |