SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209 | -4.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,269 | +4.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,212 | +3.4% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,172 | -99.9% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,081,000 | -3.5% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,120,000 | -17.3% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,355,000 | -5.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,437,000 | +5.0% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,369,000 | -2.1% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,398,000 | +5.2% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,329,000 | +9.1% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,218,000 | +22.9% | 17,868 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $991,000 | +5.4% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $940,000 | – | 17,868 | – | 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% |