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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $463,061 | -5.1% | 6,842 | -0.4% | 0.01% | 0.0% |
Q2 2023 | $487,972 | -25.0% | 6,870 | -28.4% | 0.01% | -33.3% |
Q1 2023 | $650,809 | -32.6% | 9,592 | -34.9% | 0.01% | -36.8% |
Q4 2022 | $966,164 | +2741.7% | 14,726 | +2497.2% | 0.02% | +1800.0% |
Q3 2022 | $34,000 | -44.3% | 567 | -41.7% | 0.00% | 0.0% |
Q2 2022 | $61,000 | -56.1% | 972 | -47.1% | 0.00% | -50.0% |
Q1 2022 | $139,000 | +202.2% | 1,837 | +224.0% | 0.00% | +100.0% |
Q4 2021 | $46,000 | +7.0% | 567 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $43,000 | -2.3% | 567 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $44,000 | +4.8% | 567 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $42,000 | +7.7% | 567 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $39,000 | -98.4% | 567 | -98.9% | 0.00% | -98.8% |
Q4 2018 | $2,461,000 | – | 51,350 | – | 0.08% | – |
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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% |