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% | – |
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% |