SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,921 | -4.7% | 383 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $27,204 | +4.7% | 383 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $25,987 | +3.4% | 383 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,129 | +9.3% | 383 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -4.2% | 383 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -17.2% | 383 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | -6.5% | 383 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 383 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 383 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +3.4% | 383 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | +11.5% | 383 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +23.8% | 383 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 383 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | -9.1% | 383 | -25.3% | 0.00% | -33.3% |
| Q1 2020 | $22,000 | -50.0% | 513 | -29.2% | 0.01% | -40.0% |
| Q4 2019 | $44,000 | – | 725 | – | 0.01% | – |
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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% |