SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,567,006 | -5.0% | 23,153 | -0.3% | 0.09% | -3.4% |
Q2 2023 | $1,649,827 | +104121.5% | 23,227 | -0.4% | 0.09% | +1.1% |
Q1 2023 | $1,583 | +657.4% | 23,326 | +633.3% | 0.09% | +633.3% |
Q4 2022 | $209 | -99.9% | 3,181 | +0.2% | 0.01% | 0.0% |
Q1 2022 | $241,000 | -5.5% | 3,176 | +0.0% | 0.01% | 0.0% |
Q4 2021 | $255,000 | +4.9% | 3,175 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $243,000 | -2.4% | 3,175 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $249,000 | +5.5% | 3,175 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $236,000 | +9.3% | 3,175 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $216,000 | – | 3,175 | – | 0.01% | – |
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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% |