SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $678,000 | -29.9% | 16,080 | 0.0% | 0.12% | -11.3% |
| Q4 2019 | $967,000 | +6.4% | 16,080 | 0.0% | 0.13% | -0.7% |
| Q3 2019 | $909,000 | -1.0% | 16,080 | 0.0% | 0.13% | -4.3% |
| Q2 2019 | $918,000 | +3.0% | 16,080 | 0.0% | 0.14% | +2.2% |
| Q1 2019 | $891,000 | +15.6% | 16,080 | 0.0% | 0.14% | +1.5% |
| Q4 2018 | $771,000 | -19.1% | 16,080 | -2.4% | 0.14% | -4.3% |
| Q3 2018 | $953,000 | +5.3% | 16,480 | 0.0% | 0.14% | +0.7% |
| Q2 2018 | $905,000 | – | 16,480 | – | 0.14% | – |
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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% |