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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,850,000 | -22.2% | 29,493 | -6.0% | 0.36% | -7.7% |
| Q1 2022 | $2,379,000 | -10.8% | 31,363 | -5.4% | 0.39% | -4.6% |
| Q4 2021 | $2,667,000 | +3.3% | 33,154 | -1.6% | 0.41% | +22.5% |
| Q3 2021 | $2,582,000 | -4.1% | 33,688 | -2.0% | 0.33% | -22.3% |
| Q2 2021 | $2,691,000 | -0.4% | 34,378 | -5.3% | 0.43% | -10.8% |
| Q1 2021 | $2,703,000 | +6.3% | 36,321 | -2.6% | 0.48% | -0.2% |
| Q4 2020 | $2,542,000 | +21.2% | 37,276 | -1.4% | 0.48% | +11.3% |
| Q3 2020 | $2,097,000 | -3.0% | 37,799 | -7.9% | 0.43% | -6.9% |
| Q2 2020 | $2,161,000 | +23.0% | 41,059 | -1.4% | 0.47% | +5.2% |
| Q1 2020 | $1,757,000 | -32.5% | 41,654 | -3.8% | 0.44% | -21.9% |
| Q4 2019 | $2,603,000 | +5.5% | 43,290 | -0.8% | 0.57% | +0.9% |
| Q3 2019 | $2,467,000 | -3.6% | 43,639 | -2.7% | 0.56% | +1.1% |
| Q2 2019 | $2,559,000 | -1.3% | 44,838 | -4.2% | 0.56% | -1.8% |
| Q1 2019 | $2,593,000 | – | 46,800 | – | 0.57% | – |
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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% |