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 | $4,266,480 | +21.6% | 63,814 | +28.3% | 0.21% | -52.8% |
| Q2 2023 | $3,508,315 | -52.9% | 49,728 | -54.7% | 0.45% | +20.6% |
| Q1 2023 | $7,448,808 | -33.3% | 109,846 | -35.4% | 0.37% | -27.8% |
| Q4 2022 | $11,164,066 | +114.8% | 170,158 | +98.2% | 0.52% | +66.6% |
| Q3 2022 | $5,198,000 | +58.0% | 85,870 | +63.8% | 0.31% | +63.7% |
| Q2 2022 | $3,289,000 | -5.3% | 52,435 | +14.5% | 0.19% | +49.6% |
| Q1 2022 | $3,473,000 | -4.0% | 45,780 | +1.7% | 0.13% | -3.8% |
| Q4 2021 | $3,619,000 | – | 44,999 | – | 0.13% | – |
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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% |