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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $202,000 | -19.8% | 2,518 | -21.7% | 0.01% | -23.5% |
| Q2 2021 | $252,000 | -38.2% | 3,215 | -41.3% | 0.02% | -41.4% |
| Q1 2021 | $408,000 | -67.5% | 5,477 | -70.2% | 0.03% | -69.8% |
| Q4 2020 | $1,255,000 | +21.0% | 18,405 | -1.5% | 0.10% | +9.1% |
| Q3 2020 | $1,037,000 | -2.4% | 18,684 | -7.5% | 0.09% | -5.4% |
| Q2 2020 | $1,063,000 | +9.6% | 20,193 | -12.2% | 0.09% | -5.1% |
| Q1 2020 | $970,000 | -33.7% | 23,001 | -5.4% | 0.10% | -19.0% |
| Q4 2019 | $1,463,000 | +5.7% | 24,323 | -0.6% | 0.12% | -1.6% |
| Q3 2019 | $1,384,000 | +3.5% | 24,477 | +4.5% | 0.12% | +1.7% |
| Q2 2019 | $1,337,000 | +10.3% | 23,426 | +7.1% | 0.12% | +9.0% |
| Q1 2019 | $1,212,000 | +14.2% | 21,883 | -1.1% | 0.11% | -1.8% |
| Q4 2018 | $1,061,000 | -13.7% | 22,135 | +4.2% | 0.11% | +0.9% |
| Q3 2018 | $1,229,000 | +8.8% | 21,240 | +3.2% | 0.11% | +0.9% |
| Q2 2018 | $1,130,000 | +7.8% | 20,591 | +3.9% | 0.11% | +5.7% |
| Q1 2018 | $1,048,000 | +4.4% | 19,822 | +5.1% | 0.10% | +11.7% |
| Q4 2017 | $1,004,000 | +10.6% | 18,852 | +4.1% | 0.09% | +3.3% |
| Q3 2017 | $908,000 | +1.6% | 18,113 | -2.5% | 0.09% | -2.2% |
| Q2 2017 | $894,000 | +7.6% | 18,568 | +5.8% | 0.09% | +3.3% |
| Q1 2017 | $831,000 | +13.2% | 17,553 | +8.0% | 0.09% | +11.1% |
| Q4 2016 | $734,000 | +16.9% | 16,251 | +12.7% | 0.08% | +12.5% |
| Q3 2016 | $628,000 | +5.0% | 14,424 | +1.3% | 0.07% | +4.3% |
| Q2 2016 | $598,000 | -8.0% | 14,243 | -11.0% | 0.07% | -9.2% |
| Q1 2016 | $650,000 | 0.0% | 16,002 | -1.3% | 0.08% | -1.3% |
| Q4 2015 | $650,000 | -11.1% | 16,216 | -13.7% | 0.08% | -8.3% |
| Q3 2015 | $731,000 | +35.6% | 18,793 | +48.6% | 0.08% | +42.4% |
| Q2 2015 | $539,000 | +50.1% | 12,649 | +52.0% | 0.06% | +40.5% |
| Q1 2015 | $359,000 | -12.7% | 8,324 | -21.9% | 0.04% | -12.5% |
| Q1 2014 | $411,000 | +3.0% | 10,655 | +0.2% | 0.05% | +2.1% |
| Q4 2013 | $399,000 | +20.2% | 10,639 | +10.9% | 0.05% | +9.3% |
| Q3 2013 | $332,000 | – | 9,591 | – | 0.04% | – |
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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% |