SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $225,960 | +11.3% | 3,000 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $203,040 | -4.7% | 3,000 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $213,090 | +3.7% | 3,000 | -1.0% | 0.06% | -1.6% |
| Q1 2023 | $205,585 | -49.5% | 3,030 | -53.3% | 0.06% | -55.7% |
| Q2 2022 | $407,000 | +78.5% | 6,486 | +116.2% | 0.14% | +102.9% |
| Q1 2022 | $228,000 | -5.4% | 3,000 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $241,000 | +4.8% | 3,000 | 0.0% | 0.07% | -6.6% |
| Q3 2021 | $230,000 | -2.1% | 3,000 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $235,000 | +5.4% | 3,000 | 0.0% | 0.08% | -1.3% |
| Q1 2021 | $223,000 | +8.8% | 3,000 | 0.0% | 0.08% | +5.4% |
| Q4 2020 | $205,000 | – | 3,000 | – | 0.07% | – |
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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% |