SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $586 | -8.4% | 8,655 | -3.9% | 0.01% | 0.0% |
Q2 2023 | $640 | +2.6% | 9,004 | -2.1% | 0.01% | 0.0% |
Q1 2023 | $624 | -7.7% | 9,199 | -10.7% | 0.01% | -10.0% |
Q4 2022 | $676 | -99.9% | 10,300 | +16.3% | 0.01% | +11.1% |
Q3 2022 | $536,000 | -6.1% | 8,854 | -2.8% | 0.01% | -10.0% |
Q2 2022 | $571,000 | -18.3% | 9,107 | -1.2% | 0.01% | 0.0% |
Q1 2022 | $699,000 | -5.7% | 9,218 | 0.0% | 0.01% | -23.1% |
Q4 2021 | $741,000 | +5.7% | 9,218 | +0.7% | 0.01% | 0.0% |
Q3 2021 | $701,000 | +64.2% | 9,150 | +67.6% | 0.01% | +62.5% |
Q2 2021 | $427,000 | -62.2% | 5,460 | -64.0% | 0.01% | -66.7% |
Q1 2021 | $1,129,000 | +332.6% | 15,166 | +296.1% | 0.02% | +300.0% |
Q4 2020 | $261,000 | -69.0% | 3,829 | -74.7% | 0.01% | -72.7% |
Q3 2020 | $841,000 | -2.7% | 15,154 | -7.7% | 0.02% | -12.0% |
Q2 2020 | $864,000 | +18.7% | 16,426 | -4.9% | 0.02% | +4.2% |
Q1 2020 | $728,000 | -36.6% | 17,264 | -9.5% | 0.02% | -17.2% |
Q4 2019 | $1,148,000 | +15.4% | 19,083 | +8.4% | 0.03% | -9.4% |
Q3 2019 | $995,000 | -20.4% | 17,602 | -19.6% | 0.03% | -20.0% |
Q2 2019 | $1,250,000 | +207.9% | 21,889 | +198.4% | 0.04% | +135.3% |
Q1 2019 | $406,000 | +73.5% | 7,336 | +81.4% | 0.02% | +41.7% |
Q3 2018 | $234,000 | +5.4% | 4,044 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $222,000 | +2120.0% | 4,044 | +1485.9% | 0.01% | +1100.0% |
Q4 2015 | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $10,000 | -9.1% | 255 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $11,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $11,000 | +10.0% | 255 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $10,000 | – | 255 | – | 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% |