SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $43,000 | -17.3% | 905 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $52,000 | +4.0% | 905 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $50,000 | +4.2% | 905 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -23.8% | 905 | -23.6% | 0.01% | -15.4% |
| Q4 2017 | $63,000 | +6.8% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $59,000 | +3.5% | 1,185 | 0.0% | 0.01% | +8.3% |
| Q2 2017 | $57,000 | +1.8% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $56,000 | +3.7% | 1,185 | 0.0% | 0.01% | +9.1% |
| Q4 2016 | $54,000 | -6.9% | 1,185 | -11.2% | 0.01% | -8.3% |
| Q3 2016 | $58,000 | +3.6% | 1,335 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $56,000 | +3.7% | 1,335 | 0.0% | 0.01% | +9.1% |
| Q1 2016 | $54,000 | +1.9% | 1,335 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $53,000 | +15.2% | 1,335 | +12.7% | 0.01% | +10.0% |
| Q3 2015 | $46,000 | – | 1,185 | – | 0.01% | – |
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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% |