SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $500,000 | -21.0% | 11,859 | +12.7% | 0.09% | +2.3% |
Q4 2019 | $633,000 | +24.9% | 10,519 | +16.6% | 0.09% | +13.2% |
Q3 2019 | $507,000 | -1.6% | 9,024 | 0.0% | 0.08% | +1.3% |
Q2 2019 | $515,000 | +2.0% | 9,024 | -1.1% | 0.08% | -1.3% |
Q1 2019 | $505,000 | +16.6% | 9,124 | 0.0% | 0.08% | +7.0% |
Q4 2018 | $433,000 | -19.2% | 9,124 | -2.1% | 0.07% | -4.1% |
Q3 2018 | $536,000 | +1.5% | 9,324 | -3.1% | 0.07% | -3.9% |
Q2 2018 | $528,000 | +5.4% | 9,624 | +2.4% | 0.08% | +5.5% |
Q1 2018 | $501,000 | -1.0% | 9,399 | -1.1% | 0.07% | -3.9% |
Q4 2017 | $506,000 | +142.1% | 9,499 | +127.6% | 0.08% | +130.3% |
Q3 2017 | $209,000 | +4.0% | 4,174 | 0.0% | 0.03% | +26.9% |
Q2 2017 | $201,000 | -1.5% | 4,174 | -7.7% | 0.03% | -23.5% |
Q4 2016 | $204,000 | – | 4,524 | – | 0.03% | – |
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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% |