SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,651 | -6.7% | 3,866 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $280,427 | +104148.0% | 3,948 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $269 | +3.9% | 3,974 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $259 | -99.9% | 3,948 | -4.8% | 0.00% | -33.3% |
| Q3 2022 | $252,000 | -4.2% | 4,148 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $263,000 | -13.8% | 4,198 | +4.6% | 0.00% | +50.0% |
| Q1 2022 | $305,000 | -5.6% | 4,014 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $323,000 | -3.6% | 4,014 | -8.1% | 0.00% | 0.0% |
| Q3 2021 | $335,000 | -4.0% | 4,367 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $349,000 | +15.6% | 4,455 | +9.8% | 0.00% | 0.0% |
| Q1 2021 | $302,000 | +9.0% | 4,058 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $277,000 | +313.4% | 4,058 | +235.1% | 0.00% | +200.0% |
| Q1 2019 | $67,000 | +139.3% | 1,211 | +109.5% | 0.00% | – |
| Q4 2018 | $28,000 | -15.2% | 578 | 0.0% | 0.00% | – |
| Q3 2018 | $33,000 | +3.1% | 578 | 0.0% | 0.00% | – |
| Q2 2018 | $32,000 | +3.2% | 578 | 0.0% | 0.00% | – |
| Q1 2018 | $31,000 | -61.7% | 578 | -62.2% | 0.00% | -100.0% |
| Q4 2017 | $81,000 | – | 1,529 | – | 0.00% | – |
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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% |