SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $781,704 | -4.7% | 11,550 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $820,397 | +3.3% | 11,550 | -1.3% | 0.03% | 0.0% |
| Q1 2023 | $793,845 | +2.5% | 11,700 | -0.8% | 0.03% | -3.6% |
| Q4 2022 | $774,198 | +8.4% | 11,800 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $714,000 | -12.6% | 11,800 | 0.0% | 0.03% | -10.0% |
| Q2 2022 | $817,000 | -67.1% | 11,800 | -64.0% | 0.03% | -62.0% |
| Q1 2022 | $2,484,000 | -5.7% | 32,744 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $2,634,000 | +4.9% | 32,744 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $2,510,000 | -2.1% | 32,744 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $2,563,000 | +5.2% | 32,744 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $2,437,000 | +9.2% | 32,744 | 0.0% | 0.08% | +2.5% |
| Q4 2020 | $2,232,000 | +20.4% | 32,744 | -2.0% | 0.08% | +5.3% |
| Q3 2020 | $1,854,000 | +5.4% | 33,419 | 0.0% | 0.08% | -2.6% |
| Q2 2020 | $1,759,000 | – | 33,419 | – | 0.08% | – |
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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% |