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 | $1,250,726 | -4.7% | 18,480 | 0.0% | 0.26% | -3.0% |
Q2 2023 | $1,312,634 | +4.7% | 18,480 | 0.0% | 0.26% | +1.2% |
Q1 2023 | $1,253,868 | +3.4% | 18,480 | 0.0% | 0.26% | -2.3% |
Q4 2022 | $1,212,473 | +4.7% | 18,480 | -3.4% | 0.27% | -3.3% |
Q3 2022 | $1,158,000 | -3.5% | 19,135 | 0.0% | 0.28% | +0.4% |
Q2 2022 | $1,200,000 | -17.1% | 19,135 | +0.3% | 0.27% | -8.7% |
Q1 2022 | $1,447,000 | -5.5% | 19,079 | +0.1% | 0.30% | -2.3% |
Q4 2021 | $1,532,000 | +4.9% | 19,053 | 0.0% | 0.31% | -4.4% |
Q3 2021 | $1,461,000 | -2.1% | 19,053 | -0.1% | 0.32% | -5.0% |
Q2 2021 | $1,493,000 | +5.2% | 19,070 | 0.0% | 0.34% | -0.6% |
Q1 2021 | $1,419,000 | +9.0% | 19,070 | -0.1% | 0.34% | +2.4% |
Q4 2020 | $1,302,000 | +21.7% | 19,097 | -1.0% | 0.33% | +5.4% |
Q3 2020 | $1,070,000 | +5.5% | 19,285 | 0.0% | 0.32% | -1.6% |
Q2 2020 | $1,014,000 | +26.0% | 19,285 | +0.9% | 0.32% | +7.0% |
Q1 2020 | $805,000 | -28.0% | 19,117 | +2.8% | 0.30% | -19.4% |
Q4 2019 | $1,118,000 | +7.7% | 18,601 | +1.3% | 0.37% | +0.8% |
Q3 2019 | $1,038,000 | -1.6% | 18,359 | -0.7% | 0.37% | -5.9% |
Q2 2019 | $1,055,000 | +1.6% | 18,497 | -1.4% | 0.39% | -1.8% |
Q1 2019 | $1,038,000 | +15.6% | 18,754 | +0.1% | 0.40% | +6.1% |
Q4 2018 | $898,000 | -16.3% | 18,736 | +1.0% | 0.38% | -11.8% |
Q3 2018 | $1,073,000 | +5.5% | 18,555 | +0.1% | 0.42% | 0.0% |
Q2 2018 | $1,017,000 | +3.8% | 18,534 | 0.0% | 0.42% | +1.9% |
Q1 2018 | $980,000 | -0.7% | 18,534 | 0.0% | 0.42% | 0.0% |
Q4 2017 | $987,000 | +5.6% | 18,534 | -0.7% | 0.42% | -1.2% |
Q3 2017 | $935,000 | +4.6% | 18,667 | +0.5% | 0.42% | +0.5% |
Q2 2017 | $894,000 | +1.7% | 18,568 | 0.0% | 0.42% | -1.2% |
Q1 2017 | $879,000 | +3.2% | 18,568 | -1.6% | 0.42% | -3.0% |
Q4 2016 | $852,000 | +3.8% | 18,870 | 0.0% | 0.44% | -2.0% |
Q3 2016 | $821,000 | +3.5% | 18,870 | 0.0% | 0.45% | -0.2% |
Q2 2016 | $793,000 | +3.5% | 18,870 | 0.0% | 0.45% | -0.2% |
Q1 2016 | $766,000 | +1.3% | 18,870 | 0.0% | 0.45% | -2.2% |
Q4 2015 | $756,000 | +2.3% | 18,870 | -0.7% | 0.46% | -3.2% |
Q3 2015 | $739,000 | -8.8% | 18,995 | 0.0% | 0.47% | -5.8% |
Q2 2015 | $810,000 | -1.2% | 18,995 | 0.0% | 0.50% | -2.3% |
Q1 2015 | $820,000 | +6.1% | 18,995 | 0.0% | 0.52% | +8.4% |
Q4 2014 | $773,000 | +1.3% | 18,995 | -3.7% | 0.48% | -9.5% |
Q3 2014 | $763,000 | -3.9% | 19,727 | 0.0% | 0.52% | -5.4% |
Q2 2014 | $794,000 | +4.2% | 19,727 | 0.0% | 0.56% | -1.9% |
Q1 2014 | $762,000 | +0.1% | 19,727 | -3.0% | 0.57% | -4.2% |
Q4 2013 | $761,000 | – | 20,337 | – | 0.59% | – |
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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% |