SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,607 | -2.6% | 97,627 | +2.2% | 0.25% | -1.6% |
Q2 2023 | $6,786 | +7.0% | 95,540 | +2.2% | 0.26% | -3.0% |
Q1 2023 | $6,342 | +0.7% | 93,472 | -2.7% | 0.27% | -6.0% |
Q4 2022 | $6,301 | -99.9% | 96,042 | +8.2% | 0.28% | +4.8% |
Q3 2022 | $5,374,000 | +1.3% | 88,786 | +4.9% | 0.27% | +5.1% |
Q2 2022 | $5,307,000 | +86.0% | 84,603 | +124.9% | 0.26% | +102.4% |
Q1 2022 | $2,853,000 | +0.2% | 37,615 | +6.2% | 0.13% | 0.0% |
Q4 2021 | $2,848,000 | +9.7% | 35,404 | +4.6% | 0.13% | -3.1% |
Q3 2021 | $2,595,000 | +2.1% | 33,857 | +4.3% | 0.13% | +1.6% |
Q2 2021 | $2,541,000 | -55.0% | 32,467 | -57.2% | 0.13% | -57.6% |
Q1 2021 | $5,645,000 | +24.0% | 75,838 | +13.6% | 0.30% | +12.6% |
Q4 2020 | $4,553,000 | +28.8% | 66,779 | +4.8% | 0.27% | +13.9% |
Q3 2020 | $3,534,000 | +21.7% | 63,697 | +15.5% | 0.24% | +12.3% |
Q2 2020 | $2,903,000 | +43.4% | 55,164 | +14.9% | 0.21% | +22.0% |
Q1 2020 | $2,024,000 | -25.0% | 47,998 | +6.9% | 0.17% | -8.9% |
Q4 2019 | $2,700,000 | +19.5% | 44,888 | +12.3% | 0.19% | +7.3% |
Q3 2019 | $2,259,000 | +17.5% | 39,959 | +18.7% | 0.18% | +9.9% |
Q2 2019 | $1,922,000 | +19.9% | 33,668 | +16.3% | 0.16% | +11.0% |
Q1 2019 | $1,603,000 | +33.9% | 28,937 | +15.8% | 0.14% | +16.9% |
Q4 2018 | $1,197,000 | -4.5% | 24,978 | +15.2% | 0.12% | +5.1% |
Q3 2018 | $1,254,000 | +15.2% | 21,674 | +9.3% | 0.12% | +10.3% |
Q2 2018 | $1,089,000 | +16.3% | 19,831 | +12.0% | 0.11% | +12.6% |
Q1 2018 | $936,000 | +62.5% | 17,708 | +63.8% | 0.10% | +58.3% |
Q4 2017 | $576,000 | +218.2% | 10,812 | +198.5% | 0.06% | +172.7% |
Q3 2017 | $181,000 | – | 3,622 | – | 0.02% | – |
Download |
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% |