SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $455,000 | -2.2% | 5,936 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $465,000 | +5.2% | 5,936 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $442,000 | -0.7% | 5,936 | -9.0% | 0.05% | -5.9% |
| Q4 2020 | $445,000 | +22.9% | 6,522 | 0.0% | 0.05% | +10.9% |
| Q3 2020 | $362,000 | -6.5% | 6,522 | -11.3% | 0.05% | -11.5% |
| Q2 2020 | $387,000 | +8.4% | 7,357 | -13.1% | 0.05% | -3.7% |
| Q1 2020 | $357,000 | -37.8% | 8,466 | -11.3% | 0.05% | -22.9% |
| Q4 2019 | $574,000 | -0.9% | 9,547 | -6.8% | 0.07% | -7.9% |
| Q3 2019 | $579,000 | -6.6% | 10,247 | -5.6% | 0.08% | -8.4% |
| Q2 2019 | $620,000 | +3.2% | 10,857 | 0.0% | 0.08% | +5.1% |
| Q1 2019 | $601,000 | +15.6% | 10,857 | 0.0% | 0.08% | +14.5% |
| Q4 2018 | $520,000 | -17.2% | 10,857 | 0.0% | 0.07% | -2.8% |
| Q3 2018 | $628,000 | +5.4% | 10,857 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $596,000 | -11.0% | 10,857 | -14.3% | 0.07% | -12.3% |
| Q1 2018 | $670,000 | -24.3% | 12,673 | -23.8% | 0.08% | -24.3% |
| Q4 2017 | $885,000 | – | 16,622 | – | 0.11% | – |
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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% |