SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $18,387 | -51.9% | 271 | -53.5% | 0.00% | – |
| Q4 2022 | $38,251 | +9.3% | 583 | 0.0% | 0.00% | – |
| Q3 2022 | $35,000 | -86.0% | 583 | -85.4% | 0.00% | – |
| Q2 2022 | $250,000 | +9.2% | 3,987 | +32.2% | 0.00% | – |
| Q1 2022 | $229,000 | -19.6% | 3,016 | -15.1% | 0.00% | – |
| Q4 2021 | $285,000 | -1.7% | 3,553 | -5.9% | 0.00% | – |
| Q3 2021 | $290,000 | -18.8% | 3,777 | -17.2% | 0.00% | – |
| Q2 2021 | $357,000 | +94.0% | 4,563 | +84.8% | 0.00% | – |
| Q1 2021 | $184,000 | +49.6% | 2,469 | +36.9% | 0.00% | – |
| Q4 2020 | $123,000 | +26.8% | 1,804 | +2.7% | 0.00% | – |
| Q3 2020 | $97,000 | -3.0% | 1,757 | -7.5% | 0.00% | – |
| Q2 2020 | $100,000 | +14.9% | 1,900 | -8.0% | 0.00% | – |
| Q1 2020 | $87,000 | -10.3% | 2,065 | +27.5% | 0.00% | – |
| Q4 2019 | $97,000 | -26.0% | 1,619 | -30.3% | 0.00% | – |
| Q3 2019 | $131,000 | +197.7% | 2,322 | +200.4% | 0.00% | – |
| Q2 2019 | $44,000 | +41.9% | 773 | +40.3% | 0.00% | – |
| Q1 2019 | $31,000 | +24.0% | 551 | +7.2% | 0.00% | – |
| Q4 2018 | $25,000 | -21.9% | 514 | -8.4% | 0.00% | – |
| Q3 2018 | $32,000 | +3.2% | 561 | +0.2% | 0.00% | – |
| Q2 2018 | $31,000 | +3.3% | 560 | 0.0% | 0.00% | – |
| Q1 2018 | $30,000 | +650.0% | 560 | +735.8% | 0.00% | – |
| Q4 2017 | $4,000 | +33.3% | 67 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | -91.2% | 67 | -90.6% | 0.00% | – |
| Q2 2017 | $34,000 | 0.0% | 709 | 0.0% | 0.00% | – |
| Q1 2017 | $34,000 | -40.4% | 709 | -43.8% | 0.00% | – |
| Q4 2016 | $57,000 | -1.7% | 1,261 | -5.9% | 0.00% | – |
| Q3 2016 | $58,000 | +3.6% | 1,340 | +1.1% | 0.00% | – |
| Q2 2016 | $56,000 | +700.0% | 1,326 | +684.6% | 0.00% | – |
| Q1 2016 | $7,000 | -61.1% | 169 | -62.7% | 0.00% | – |
| Q4 2015 | $18,000 | – | 453 | – | 0.00% | – |
Download | ||||||
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% |