SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $112 | -4.3% | 1,651 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $117 | +4.5% | 1,651 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $112 | +3.7% | 1,651 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $108 | -99.9% | 1,651 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $100,000 | 0.0% | 1,651 | +3.6% | 0.00% | 0.0% |
Q2 2022 | $100,000 | -17.4% | 1,594 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $121,000 | -5.5% | 1,594 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $128,000 | +4.9% | 1,594 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $122,000 | -2.4% | 1,594 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $125,000 | +5.0% | 1,594 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $119,000 | +9.2% | 1,594 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $109,000 | +23.9% | 1,594 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $88,000 | +4.8% | 1,594 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $84,000 | +33.3% | 1,594 | +6.3% | 0.00% | +100.0% |
Q1 2020 | $63,000 | -19.2% | 1,500 | +15.4% | 0.00% | 0.0% |
Q4 2019 | $78,000 | +5.4% | 1,300 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $74,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $74,000 | +2.8% | 1,300 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $72,000 | +16.1% | 1,300 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $62,000 | -17.3% | 1,300 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $75,000 | +53.1% | 1,300 | +44.4% | 0.00% | 0.0% |
Q2 2018 | $49,000 | +2.1% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $48,000 | +6.7% | 900 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $45,000 | +4.7% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $43,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $43,000 | +4.9% | 900 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $41,000 | +5.1% | 900 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $39,000 | +2.6% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $38,000 | -57.8% | 900 | -59.1% | 0.00% | 0.0% |
Q1 2016 | $90,000 | +104.5% | 2,200 | +100.0% | 0.00% | 0.0% |
Q4 2015 | $44,000 | +91.3% | 1,100 | +83.3% | 0.00% | – |
Q3 2015 | $23,000 | -11.5% | 600 | 0.0% | 0.00% | – |
Q2 2015 | $26,000 | +100.0% | 600 | +100.0% | 0.00% | – |
Q1 2015 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | – |
Q4 2014 | $12,000 | – | 300 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |