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 | $265,866 | -6.4% | 3,928 | -1.7% | 0.18% | -3.2% |
Q2 2023 | $283,927 | -0.3% | 3,997 | -4.7% | 0.19% | -1.6% |
Q1 2023 | $284,711 | -3.5% | 4,196 | -6.7% | 0.19% | +22.6% |
Q4 2022 | $294,935 | +26.6% | 4,495 | +16.8% | 0.16% | -0.6% |
Q3 2022 | $233,000 | -3.3% | 3,849 | +0.0% | 0.16% | +1.3% |
Q2 2022 | $241,000 | -0.4% | 3,848 | +20.7% | 0.15% | +2.7% |
Q1 2022 | $242,000 | +8.0% | 3,187 | +14.4% | 0.15% | -16.2% |
Q4 2021 | $224,000 | – | 2,786 | – | 0.18% | – |
Download |
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% |