SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706,010 | +219.4% | 25,207 | +235.2% | 0.00% | – |
| Q2 2023 | $534,146 | -73.9% | 7,520 | -75.1% | 0.00% | – |
| Q1 2023 | $2,050,088 | +10.9% | 30,215 | +7.2% | 0.00% | – |
| Q4 2022 | $1,849,087 | +219.4% | 28,183 | +194.5% | 0.00% | – |
| Q3 2022 | $579,000 | +114.4% | 9,570 | +122.6% | 0.00% | – |
| Q2 2022 | $270,000 | -25.8% | 4,300 | -10.4% | 0.00% | – |
| Q1 2022 | $364,000 | -59.6% | 4,800 | -57.1% | 0.00% | – |
| Q4 2021 | $901,000 | -83.3% | 11,200 | -84.1% | 0.00% | -100.0% |
| Q3 2021 | $5,401,000 | +306.7% | 70,459 | +261.7% | 0.00% | – |
| Q4 2020 | $1,328,000 | -63.6% | 19,482 | -70.4% | 0.00% | -100.0% |
| Q3 2020 | $3,646,000 | +719.3% | 65,726 | +522.3% | 0.00% | – |
| Q1 2020 | $445,000 | -84.9% | 10,561 | -81.0% | 0.00% | -100.0% |
| Q1 2018 | $2,946,000 | +431.8% | 55,709 | +308.6% | 0.00% | +100.0% |
| Q1 2016 | $554,000 | -16.2% | 13,633 | -19.8% | 0.00% | 0.0% |
| Q3 2015 | $661,000 | – | 16,995 | – | 0.00% | – |
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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% |