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 | $2,353 | -3.3% | 34,768 | +1.5% | 2.58% | +3.4% |
| Q2 2023 | $2,434 | +2.8% | 34,270 | -1.8% | 2.50% | -10.2% |
| Q1 2023 | $2,368 | -4.5% | 34,900 | -7.6% | 2.78% | -6.0% |
| Q4 2022 | $2,479 | -99.9% | 37,787 | -11.9% | 2.96% | +4.4% |
| Q3 2022 | $2,596,000 | -7.2% | 42,892 | -3.8% | 2.84% | -1.0% |
| Q2 2022 | $2,797,000 | -19.0% | 44,592 | -2.0% | 2.86% | +10.6% |
| Q1 2022 | $3,453,000 | -22.8% | 45,522 | -18.1% | 2.59% | -9.2% |
| Q4 2021 | $4,472,000 | – | 55,602 | – | 2.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |