SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,304 | -11.4% | 1,512 | -7.0% | 0.03% | -6.5% |
| Q2 2023 | $115,412 | -13.8% | 1,625 | -17.7% | 0.03% | -16.2% |
| Q1 2023 | $133,940 | +3.6% | 1,974 | +0.2% | 0.04% | 0.0% |
| Q4 2022 | $129,283 | +8.6% | 1,970 | +0.3% | 0.04% | -5.1% |
| Q3 2022 | $119,000 | -3.3% | 1,965 | +0.2% | 0.04% | +2.6% |
| Q2 2022 | $123,000 | -21.2% | 1,961 | -4.6% | 0.04% | -7.3% |
| Q1 2022 | $156,000 | -5.5% | 2,056 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $165,000 | +0.6% | 2,053 | -7.1% | 0.04% | -12.8% |
| Q1 2021 | $164,000 | +34.4% | 2,209 | +0.3% | 0.05% | +11.9% |
| Q3 2020 | $122,000 | -20.3% | 2,203 | -18.4% | 0.04% | -22.2% |
| Q3 2019 | $153,000 | +4.1% | 2,699 | -8.0% | 0.05% | -15.6% |
| Q3 2017 | $147,000 | +4.3% | 2,935 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $141,000 | – | 2,935 | – | 0.06% | – |
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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% |