SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,807,813 | -5.0% | 56,262 | -0.3% | 0.35% | -5.9% |
| Q2 2023 | $4,008,649 | +5.9% | 56,436 | +1.1% | 0.37% | -1.6% |
| Q1 2023 | $3,787,048 | +6.4% | 55,815 | +2.9% | 0.38% | 0.0% |
| Q4 2022 | $3,560,261 | +10.0% | 54,264 | +1.5% | 0.38% | +5.6% |
| Q3 2022 | $3,238,000 | -15.6% | 53,487 | -12.6% | 0.36% | -11.1% |
| Q2 2022 | $3,838,000 | -21.9% | 61,182 | -5.6% | 0.40% | -6.7% |
| Q1 2022 | $4,914,000 | -3.5% | 64,778 | +2.3% | 0.43% | +7.4% |
| Q4 2021 | $5,093,000 | +9.9% | 63,324 | +4.7% | 0.40% | +1.0% |
| Q3 2021 | $4,634,000 | +3.9% | 60,455 | +6.1% | 0.40% | +5.3% |
| Q2 2021 | $4,461,000 | +7.2% | 56,994 | +6.2% | 0.38% | +5.6% |
| Q1 2021 | $4,162,000 | +24.6% | 53,668 | +9.6% | 0.36% | +13.2% |
| Q4 2020 | $3,339,000 | +29.1% | 48,966 | +5.0% | 0.32% | +13.2% |
| Q3 2020 | $2,587,000 | – | 46,626 | – | 0.28% | – |
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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% |