SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $217,760 | +8.3% | 3,319 | 0.0% | 0.02% | +6.7% |
Q3 2022 | $201,000 | -3.4% | 3,319 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $208,000 | -17.5% | 3,319 | 0.0% | 0.02% | +14.3% |
Q1 2022 | $252,000 | -5.6% | 3,319 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $267,000 | -1.5% | 3,319 | -6.0% | 0.01% | -13.3% |
Q3 2021 | $271,000 | -1.8% | 3,531 | 0.0% | 0.02% | +7.1% |
Q2 2021 | $276,000 | -27.7% | 3,531 | -31.1% | 0.01% | -33.3% |
Q1 2021 | $382,000 | +2.1% | 5,127 | -6.5% | 0.02% | -4.5% |
Q4 2020 | $374,000 | – | 5,485 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 778,384 | $53,070,000 | 27.75% |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 450,833 | $30,738,000 | 14.36% |
Filbrandt Wealth Management, LLC | 287,557 | $19,606,000 | 12.53% |
MONEYWISE, INC. | 256,110 | $17,462,000 | 12.49% |
Newton One Investments LLC | 183,859 | $12,535,000 | 12.32% |
Harbor Group, Inc. | 213,596 | $15,232,000 | 11.38% |
Opal Wealth Advisors, LLC | 131,577 | $8,971,000 | 11.25% |
Lighthouse Financial Advisors, Inc. | 482,760 | $32,914,000 | 11.16% |
Northern Capital Management, Inc. | 168,007 | $11,455,000 | 11.15% |
Northeast Financial Group, Inc. | 205,514 | $14,011,915 | 10.67% |