SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45 | -6.2% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $48 | -96.2% | 1 | -94.7% | 0.00% | – |
| Q1 2023 | $1,266 | -78.7% | 19 | -79.1% | 0.00% | – |
| Q4 2022 | $5,949 | -33.9% | 91 | -40.5% | 0.00% | -100.0% |
| Q3 2022 | $9,000 | -40.0% | 153 | -35.2% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -31.8% | 236 | -16.6% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 283 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | 0.0% | 285 | -3.4% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 295 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -8.0% | 295 | -10.9% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | – | 331 | – | 0.00% | – |
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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% |