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 | $32,825 | +1220.4% | 485 | +1285.7% | 0.00% | – |
Q2 2023 | $2,486 | -98.9% | 35 | -98.9% | 0.00% | -100.0% |
Q1 2023 | $224,787 | +3.4% | 3,313 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $217,366 | -1.6% | 3,313 | -9.3% | 0.00% | 0.0% |
Q3 2022 | $221,000 | +2.3% | 3,653 | +6.1% | 0.00% | 0.0% |
Q2 2022 | $216,000 | -17.2% | 3,442 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $261,000 | -1.9% | 3,442 | +3.9% | 0.00% | 0.0% |
Q4 2021 | $266,000 | +731.2% | 3,313 | +683.2% | 0.00% | – |
Q3 2021 | $32,000 | +39.1% | 423 | +43.9% | 0.00% | – |
Q2 2021 | $23,000 | +4.5% | 294 | 0.0% | 0.00% | – |
Q1 2021 | $22,000 | +10.0% | 294 | 0.0% | 0.00% | – |
Q4 2020 | $20,000 | +25.0% | 294 | 0.0% | 0.00% | – |
Q3 2020 | $16,000 | +6.7% | 294 | 0.0% | 0.00% | – |
Q2 2020 | $15,000 | +1400.0% | 294 | +740.0% | 0.00% | – |
Q1 2020 | $1,000 | -50.0% | 35 | 0.0% | 0.00% | – |
Q4 2019 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
Q3 2019 | $2,000 | -77.8% | 35 | -77.6% | 0.00% | – |
Q2 2019 | $9,000 | -64.0% | 156 | -65.3% | 0.00% | – |
Q1 2019 | $25,000 | +13.6% | 450 | 0.0% | 0.00% | – |
Q4 2018 | $22,000 | -89.7% | 450 | -87.8% | 0.00% | -100.0% |
Q3 2018 | $213,000 | +46.9% | 3,689 | +39.7% | 0.00% | 0.0% |
Q2 2018 | $145,000 | +95.9% | 2,641 | +88.6% | 0.00% | 0.0% |
Q1 2018 | $74,000 | -1.3% | 1,400 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $75,000 | +7.1% | 1,400 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $70,000 | +4.5% | 1,400 | 0.0% | 0.00% | – |
Q2 2017 | $67,000 | -41.2% | 1,400 | -41.7% | 0.00% | -100.0% |
Q1 2017 | $114,000 | +5.6% | 2,400 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $108,000 | -31.2% | 2,400 | -33.3% | 0.00% | 0.0% |
Q3 2016 | $157,000 | +4.0% | 3,600 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $151,000 | -6.8% | 3,600 | -10.0% | 0.00% | 0.0% |
Q1 2016 | $162,000 | +12.5% | 4,000 | +11.1% | 0.00% | 0.0% |
Q4 2015 | $144,000 | +2.9% | 3,600 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $140,000 | -9.1% | 3,600 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $154,000 | -0.6% | 3,600 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $155,000 | – | 3,600 | – | 0.00% | – |
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% |