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 | $964 | -3.9% | 14,241 | +0.8% | 0.15% | +0.7% |
Q2 2023 | $1,003 | -0.6% | 14,123 | -5.0% | 0.15% | -4.4% |
Q1 2023 | $1,009 | +3.7% | 14,870 | +0.3% | 0.16% | -1.9% |
Q4 2022 | $973 | -99.9% | 14,824 | -10.8% | 0.16% | -14.8% |
Q3 2022 | $1,006,000 | -1.8% | 16,625 | +1.8% | 0.19% | +2.7% |
Q2 2022 | $1,024,000 | -17.1% | 16,326 | +0.3% | 0.18% | -16.4% |
Q1 2022 | $1,235,000 | -5.2% | 16,276 | +0.5% | 0.22% | -11.6% |
Q4 2021 | $1,303,000 | +2.7% | 16,196 | -2.1% | 0.25% | -6.4% |
Q3 2021 | $1,269,000 | -1.2% | 16,550 | +0.9% | 0.27% | -4.0% |
Q2 2021 | $1,284,000 | +5.3% | 16,405 | +0.2% | 0.28% | -3.8% |
Q1 2021 | $1,219,000 | +8.5% | 16,379 | -0.6% | 0.29% | +4.7% |
Q4 2020 | $1,124,000 | +22.3% | 16,479 | -0.5% | 0.28% | +12.7% |
Q3 2020 | $919,000 | +2.1% | 16,559 | -3.2% | 0.24% | -5.8% |
Q2 2020 | $900,000 | +14.6% | 17,104 | -8.1% | 0.26% | +5.3% |
Q1 2020 | $785,000 | -29.4% | 18,609 | +0.6% | 0.25% | -12.1% |
Q4 2019 | $1,112,000 | +6.5% | 18,494 | +0.2% | 0.28% | +4.1% |
Q3 2019 | $1,044,000 | -8.4% | 18,466 | -7.5% | 0.27% | -11.2% |
Q2 2019 | $1,140,000 | +2.4% | 19,970 | -0.7% | 0.30% | +11.8% |
Q1 2019 | $1,113,000 | +24.4% | 20,101 | +7.7% | 0.27% | +8.4% |
Q4 2018 | $895,000 | +199.3% | 18,671 | +261.1% | 0.25% | +187.4% |
Q3 2018 | $299,000 | -8.0% | 5,171 | -12.7% | 0.09% | -28.1% |
Q2 2018 | $325,000 | +4.8% | 5,921 | +1.0% | 0.12% | -9.7% |
Q1 2018 | $310,000 | – | 5,861 | – | 0.13% | – |
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% |