SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $9 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $8 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $8 | -99.9% | 120 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $7,000 | -12.5% | 120 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $8,000 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $9,000 | -10.0% | 120 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $10,000 | +11.1% | 120 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
Q1 2021 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | +33.3% |
Q4 2020 | $8,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 120 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -28.6% | 120 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
Q1 2019 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
Q4 2018 | $6,000 | -14.3% | 120 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
Q1 2018 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $6,000 | -25.0% | 120 | -26.4% | 0.00% | -40.0% |
Q2 2017 | $8,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $8,000 | -60.0% | 163 | -63.0% | 0.01% | -58.3% |
Q4 2016 | $20,000 | +185.7% | 441 | +180.9% | 0.01% | +200.0% |
Q3 2016 | $7,000 | 0.0% | 157 | 0.0% | 0.00% | -20.0% |
Q2 2016 | $7,000 | +16.7% | 157 | 0.0% | 0.01% | +25.0% |
Q1 2016 | $6,000 | -40.0% | 157 | -90.7% | 0.00% | -33.3% |
Q4 2015 | $10,000 | +66.7% | 1,681 | +860.6% | 0.01% | +50.0% |
Q3 2015 | $6,000 | +200.0% | 175 | +307.0% | 0.00% | +300.0% |
Q2 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,000 | 0.0% | 43 | -8.5% | 0.00% | 0.0% |
Q3 2014 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,000 | – | 47 | – | 0.00% | – |
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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% |