SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $744,611 | +8.4% | 11,349 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $687,000 | -3.5% | 11,349 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $712,000 | -20.8% | 11,349 | -4.2% | 0.01% | -7.1% |
| Q1 2022 | $899,000 | -7.6% | 11,847 | -2.1% | 0.01% | 0.0% |
| Q4 2021 | $973,000 | +68.9% | 12,101 | -14.7% | 0.01% | -44.0% |
| Q1 2016 | $576,000 | -6.6% | 14,188 | -7.8% | 0.02% | -7.4% |
| Q4 2015 | $617,000 | -63.3% | 15,387 | -64.4% | 0.03% | -63.0% |
| Q3 2015 | $1,681,000 | +3.6% | 43,179 | +13.4% | 0.07% | +15.9% |
| Q2 2015 | $1,623,000 | -2.4% | 38,066 | -1.2% | 0.06% | 0.0% |
| Q1 2015 | $1,663,000 | +1.6% | 38,545 | -4.2% | 0.06% | +1.6% |
| Q4 2014 | $1,637,000 | +12.1% | 40,241 | +6.7% | 0.06% | +10.7% |
| Q3 2014 | $1,460,000 | -4.5% | 37,729 | -0.7% | 0.06% | -1.8% |
| Q2 2014 | $1,528,000 | +17.8% | 37,978 | +13.1% | 0.06% | +14.0% |
| Q1 2014 | $1,297,000 | +7.8% | 33,591 | +4.6% | 0.05% | +8.7% |
| Q4 2013 | $1,203,000 | +19.7% | 32,124 | +10.6% | 0.05% | +12.2% |
| Q3 2013 | $1,005,000 | +29.7% | 29,035 | +19.7% | 0.04% | +24.2% |
| Q2 2013 | $775,000 | – | 24,259 | – | 0.03% | – |
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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% |