SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778 | +82.6% | 11,500 | +91.7% | 0.00% | 0.0% |
| Q2 2023 | $426 | -43.6% | 6,000 | -47.8% | 0.00% | 0.0% |
| Q4 2022 | $755 | -99.9% | 11,500 | -29.9% | 0.00% | 0.0% |
| Q3 2022 | $993,000 | -26.7% | 16,400 | -24.1% | 0.00% | -50.0% |
| Q2 2022 | $1,355,000 | +427.2% | 21,600 | +575.0% | 0.00% | – |
| Q4 2021 | $257,000 | -87.7% | 3,200 | -88.3% | 0.00% | -100.0% |
| Q3 2021 | $2,093,000 | +20.4% | 27,300 | +23.0% | 0.00% | +50.0% |
| Q2 2021 | $1,738,000 | +229.2% | 22,200 | +212.7% | 0.00% | +100.0% |
| Q1 2021 | $528,000 | -36.5% | 7,100 | -52.7% | 0.00% | 0.0% |
| Q3 2020 | $832,000 | +228.9% | 15,000 | +150.0% | 0.00% | – |
| Q1 2020 | $253,000 | -62.6% | 6,000 | -46.7% | 0.00% | -100.0% |
| Q4 2019 | $677,000 | +49.8% | 11,251 | +40.6% | 0.00% | – |
| Q3 2019 | $452,000 | +75.9% | 8,000 | +77.8% | 0.00% | – |
| Q2 2019 | $257,000 | -46.3% | 4,500 | -55.0% | 0.00% | -100.0% |
| Q4 2018 | $479,000 | +107.4% | 10,000 | +150.0% | 0.00% | – |
| Q3 2018 | $231,000 | -79.9% | 4,000 | -81.1% | 0.00% | -100.0% |
| Q2 2018 | $1,152,000 | +282.7% | 21,200 | +271.9% | 0.00% | – |
| Q1 2018 | $301,000 | – | 5,700 | – | 0.00% | – |
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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% |