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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,919 | -9.2% | 4,328 | -4.7% | 0.08% | -2.4% |
| Q2 2023 | $322,689 | +5.1% | 4,543 | +0.4% | 0.08% | -1.2% |
| Q1 2023 | $307,157 | +6.0% | 4,527 | +2.5% | 0.08% | +3.7% |
| Q4 2022 | $289,734 | +14.1% | 4,416 | +12.7% | 0.08% | +9.3% |
| Q3 2022 | $254,000 | +3.3% | 3,918 | +0.0% | 0.08% | +2.7% |
| Q2 2022 | $246,000 | -18.5% | 3,917 | -1.7% | 0.07% | +5.8% |
| Q1 2022 | $302,000 | +49.5% | 3,985 | +51.1% | 0.07% | +50.0% |
| Q3 2021 | $202,000 | -3.3% | 2,637 | -1.2% | 0.05% | -4.2% |
| Q2 2021 | $209,000 | – | 2,670 | – | 0.05% | – |
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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% |