SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $115,998 | +8.4% | 1,768 | – | 0.04% | +4.9% |
| Q3 2022 | $107,000 | -3.6% | 0 | -100.0% | 0.04% | +10.8% |
| Q2 2022 | $111,000 | -17.2% | 1,768 | 0.0% | 0.04% | -9.8% |
| Q1 2022 | $134,000 | -1.5% | 1,768 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $136,000 | -1.4% | 1,768 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $138,000 | +14.0% | 1,768 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $121,000 | +17.5% | 1,768 | -4.3% | 0.04% | +5.1% |
| Q3 2020 | $103,000 | +6.2% | 1,848 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $97,000 | +24.4% | 1,848 | 0.0% | 0.04% | +18.2% |
| Q1 2020 | $78,000 | -14.3% | 1,848 | +21.7% | 0.03% | +13.8% |
| Q4 2019 | $91,000 | +5.8% | 1,518 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $86,000 | +3.6% | 1,518 | +4.3% | 0.03% | -3.4% |
| Q2 2019 | $83,000 | +2.5% | 1,455 | 0.0% | 0.03% | +7.4% |
| Q1 2019 | $81,000 | +15.7% | 1,455 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $70,000 | -16.7% | 1,455 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $84,000 | +5.0% | 1,455 | 0.0% | 0.02% | -34.2% |
| Q2 2018 | $80,000 | -3.6% | 1,455 | -7.3% | 0.04% | +46.2% |
| Q1 2018 | $83,000 | +1.2% | 1,570 | +1.6% | 0.03% | 0.0% |
| Q4 2017 | $82,000 | +6.5% | 1,545 | +0.1% | 0.03% | +4.0% |
| Q3 2017 | $77,000 | +10.0% | 1,544 | +6.1% | 0.02% | +4.2% |
| Q2 2017 | $70,000 | +1.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $69,000 | +4.5% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $66,000 | +4.8% | 1,455 | 0.0% | 0.02% | +9.1% |
| Q3 2016 | $63,000 | +3.3% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $61,000 | +3.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $59,000 | +1.7% | 1,455 | 0.0% | 0.02% | +10.0% |
| Q4 2015 | $58,000 | +1.8% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $57,000 | -8.1% | 1,455 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $62,000 | -1.6% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $63,000 | -16.0% | 1,455 | -18.5% | 0.02% | -16.0% |
| Q4 2014 | $75,000 | +4.2% | 1,785 | 0.0% | 0.02% | -3.8% |
| Q3 2014 | $72,000 | -8.9% | 1,785 | -8.9% | 0.03% | -10.3% |
| Q2 2014 | $79,000 | +3.9% | 1,960 | 0.0% | 0.03% | -3.3% |
| Q1 2014 | $76,000 | -1.3% | 1,960 | -4.3% | 0.03% | 0.0% |
| Q4 2013 | $77,000 | -12.5% | 2,048 | -19.8% | 0.03% | -21.1% |
| Q3 2013 | $88,000 | +7.3% | 2,554 | 0.0% | 0.04% | -2.6% |
| Q2 2013 | $82,000 | – | 2,554 | – | 0.04% | – |
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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% |