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 | $1,704,859 | -16.7% | 25,190 | -12.6% | 0.00% | – |
| Q2 2023 | $2,047,156 | -41.5% | 28,821 | -44.1% | 0.00% | -100.0% |
| Q1 2023 | $3,501,264 | +41.5% | 51,603 | +36.8% | 0.00% | 0.0% |
| Q4 2022 | $2,474,481 | +6.9% | 37,715 | -1.4% | 0.00% | 0.0% |
| Q3 2022 | $2,315,000 | +9.6% | 38,248 | +13.6% | 0.00% | – |
| Q2 2022 | $2,113,000 | -21.3% | 33,682 | -4.9% | 0.00% | – |
| Q1 2022 | $2,686,000 | -7.9% | 35,404 | -2.4% | 0.00% | – |
| Q4 2021 | $2,917,000 | +179.9% | 36,271 | +166.8% | 0.00% | – |
| Q3 2021 | $1,042,000 | -38.1% | 13,597 | -36.8% | 0.00% | – |
| Q2 2021 | $1,683,000 | +5.0% | 21,507 | -0.1% | 0.00% | – |
| Q1 2021 | $1,603,000 | +4.3% | 21,538 | -4.4% | 0.00% | – |
| Q4 2020 | $1,537,000 | +118.6% | 22,538 | +77.9% | 0.00% | – |
| Q3 2020 | $703,000 | +189.3% | 12,672 | +174.5% | 0.00% | – |
| Q2 2020 | $243,000 | +2.5% | 4,617 | -17.8% | 0.00% | – |
| Q1 2020 | $237,000 | -14.7% | 5,617 | +21.7% | 0.00% | – |
| Q4 2019 | $278,000 | +6.5% | 4,617 | 0.0% | 0.00% | – |
| Q3 2019 | $261,000 | -1.5% | 4,617 | -0.4% | 0.00% | – |
| Q2 2019 | $265,000 | -7.7% | 4,636 | -10.5% | 0.00% | – |
| Q1 2019 | $287,000 | +16.2% | 5,178 | +0.4% | 0.00% | – |
| Q4 2018 | $247,000 | -14.8% | 5,159 | +2.8% | 0.00% | – |
| Q3 2018 | $290,000 | +5.5% | 5,019 | 0.0% | 0.00% | – |
| Q2 2018 | $275,000 | +3.8% | 5,019 | 0.0% | 0.00% | – |
| Q1 2018 | $265,000 | -34.6% | 5,019 | -34.0% | 0.00% | – |
| Q4 2017 | $405,000 | – | 7,609 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |