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 | $3,113,456 | -8.9% | 46,003 | -4.4% | 0.13% | +2.4% |
| Q2 2023 | $3,419,345 | +6.0% | 48,139 | +1.2% | 0.12% | +5.1% |
| Q1 2023 | $3,226,231 | +5.8% | 47,549 | +2.3% | 0.12% | -0.8% |
| Q4 2022 | $3,048,754 | +53.7% | 46,468 | +41.8% | 0.12% | +35.2% |
| Q3 2022 | $1,983,000 | -3.3% | 32,761 | +0.3% | 0.09% | +2.3% |
| Q2 2022 | $2,050,000 | -17.3% | 32,675 | +0.0% | 0.09% | -1.1% |
| Q1 2022 | $2,478,000 | -5.3% | 32,663 | +0.6% | 0.09% | -1.1% |
| Q4 2021 | $2,616,000 | +5.4% | 32,482 | +0.3% | 0.09% | -4.3% |
| Q3 2021 | $2,482,000 | +76.5% | 32,373 | +80.2% | 0.09% | +50.8% |
| Q2 2021 | $1,406,000 | +5.4% | 17,968 | +0.3% | 0.06% | -12.9% |
| Q1 2021 | $1,334,000 | +7.9% | 17,923 | -1.1% | 0.07% | -1.4% |
| Q4 2020 | $1,236,000 | +20.7% | 18,129 | -0.3% | 0.07% | +9.2% |
| Q3 2020 | $1,024,000 | +1212.8% | 18,175 | +1123.1% | 0.06% | +1200.0% |
| Q2 2020 | $78,000 | -78.8% | 1,486 | -83.0% | 0.01% | -83.3% |
| Q1 2020 | $368,000 | – | 8,729 | – | 0.03% | – |
Download | ||||||
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% |