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 | $389,889 | -53.3% | 5,761 | -49.9% | 1.18% | +19.5% |
| Q2 2023 | $834,238 | +124.8% | 11,506 | +110.3% | 0.99% | -6.0% |
| Q1 2023 | $371,165 | +3.6% | 5,470 | +0.1% | 1.05% | -5.8% |
| Q4 2022 | $358,440 | +8.6% | 5,463 | +0.2% | 1.12% | +13.1% |
| Q3 2022 | $330,000 | -4.9% | 5,454 | -1.4% | 0.99% | -2.7% |
| Q2 2022 | $347,000 | -24.2% | 5,529 | -2.9% | 1.01% | -15.4% |
| Q1 2022 | $458,000 | +9.6% | 5,696 | +3.3% | 1.20% | +7.6% |
| Q4 2021 | $418,000 | – | 5,515 | – | 1.11% | – |
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% |