SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,272,045 | +13.2% | 225,651 | +18.8% | 0.00% | +100.0% |
| Q2 2023 | $13,493,211 | +10.0% | 189,965 | +5.1% | 0.00% | 0.0% |
| Q1 2023 | $12,262,752 | +4.9% | 180,733 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $11,694,009 | +12.5% | 178,235 | +3.8% | 0.00% | 0.0% |
| Q3 2022 | $10,397,000 | -0.9% | 171,754 | +2.7% | 0.00% | 0.0% |
| Q2 2022 | $10,490,000 | -65.5% | 167,223 | -58.3% | 0.00% | -66.7% |
| Q1 2022 | $30,433,000 | +8.3% | 401,182 | +14.8% | 0.00% | 0.0% |
| Q4 2021 | $28,105,000 | +11.5% | 349,429 | +6.3% | 0.00% | 0.0% |
| Q3 2021 | $25,210,000 | +26.3% | 328,850 | +28.9% | 0.00% | +50.0% |
| Q2 2021 | $19,966,000 | +391.4% | 255,085 | +367.2% | 0.00% | – |
| Q1 2021 | $4,063,000 | +17.8% | 54,594 | +7.9% | 0.00% | – |
| Q4 2020 | $3,450,000 | +17.7% | 50,594 | -4.2% | 0.00% | – |
| Q3 2020 | $2,930,000 | +2.8% | 52,822 | -2.4% | 0.00% | – |
| Q2 2020 | $2,849,000 | -2.4% | 54,147 | -21.8% | 0.00% | -100.0% |
| Q1 2020 | $2,918,000 | -73.3% | 69,225 | -61.9% | 0.00% | -50.0% |
| Q4 2019 | $10,938,000 | +9.8% | 181,843 | +3.2% | 0.00% | +100.0% |
| Q3 2019 | $9,966,000 | +8.1% | 176,255 | +9.2% | 0.00% | 0.0% |
| Q2 2019 | $9,218,000 | +16.1% | 161,456 | +12.6% | 0.00% | 0.0% |
| Q1 2019 | $7,939,000 | +106.6% | 143,328 | +78.8% | 0.00% | 0.0% |
| Q4 2018 | $3,842,000 | -49.9% | 80,154 | -39.6% | 0.00% | 0.0% |
| Q3 2018 | $7,673,000 | +30.6% | 132,664 | +24.0% | 0.00% | 0.0% |
| Q2 2018 | $5,874,000 | +29.0% | 107,011 | +24.2% | 0.00% | 0.0% |
| Q1 2018 | $4,555,000 | -0.2% | 86,149 | +0.6% | 0.00% | 0.0% |
| Q4 2017 | $4,564,000 | +46.1% | 85,669 | +37.4% | 0.00% | – |
| Q3 2017 | $3,123,000 | +24.2% | 62,335 | +19.5% | 0.00% | – |
| Q2 2017 | $2,514,000 | +4.4% | 52,183 | +2.6% | 0.00% | – |
| Q1 2017 | $2,409,000 | +66.8% | 50,884 | +59.0% | 0.00% | – |
| Q4 2016 | $1,444,000 | +14.2% | 31,997 | +10.2% | 0.00% | – |
| Q3 2016 | $1,264,000 | -47.1% | 29,046 | -49.0% | 0.00% | -100.0% |
| Q2 2016 | $2,391,000 | +9.5% | 56,908 | +5.8% | 0.00% | 0.0% |
| Q1 2016 | $2,183,000 | +203.2% | 53,781 | +199.2% | 0.00% | – |
| Q4 2015 | $720,000 | -8.0% | 17,973 | -10.7% | 0.00% | – |
| Q3 2015 | $783,000 | +121.2% | 20,121 | +142.2% | 0.00% | – |
| Q2 2015 | $354,000 | +39.9% | 8,309 | +41.8% | 0.00% | – |
| Q1 2015 | $253,000 | +38.3% | 5,858 | +30.5% | 0.00% | – |
| Q4 2014 | $183,000 | +4.6% | 4,489 | -0.7% | 0.00% | – |
| Q3 2014 | $175,000 | -93.1% | 4,521 | -92.8% | 0.00% | -100.0% |
| Q2 2014 | $2,521,000 | +1824.4% | 62,672 | +1742.8% | 0.00% | – |
| Q1 2014 | $131,000 | +670.6% | 3,401 | +662.6% | 0.00% | – |
| Q4 2013 | $17,000 | +41.7% | 446 | +26.3% | 0.00% | – |
| Q3 2013 | $12,000 | +33.3% | 353 | +32.2% | 0.00% | – |
| Q2 2013 | $9,000 | – | 267 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |