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 | $911,125 | -7.5% | 13,462 | -1.4% | 0.99% | -3.2% |
| Q2 2023 | $984,934 | -2.9% | 13,659 | -10.8% | 1.02% | -11.6% |
| Q1 2023 | $1,014,203 | -5.7% | 15,320 | -6.6% | 1.16% | -10.2% |
| Q4 2022 | $1,075,818 | -16.8% | 16,397 | -23.2% | 1.29% | -23.2% |
| Q3 2022 | $1,292,353 | -28.1% | 21,351 | -25.5% | 1.68% | -25.9% |
| Q2 2022 | $1,797,609 | -26.4% | 28,656 | -11.0% | 2.27% | -3.9% |
| Q1 2022 | $2,443,604 | -7.0% | 32,212 | -1.4% | 2.36% | -4.3% |
| Q4 2021 | $2,628,861 | – | 32,685 | – | 2.46% | – |
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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% |