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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,192,000 | +5.3% | 89,411 | +1.9% | 0.08% | -1.2% |
| Q3 2021 | $6,827,000 | +1.4% | 87,771 | +2.2% | 0.08% | 0.0% |
| Q2 2021 | $6,731,000 | +24.0% | 85,910 | +17.2% | 0.08% | +14.1% |
| Q1 2021 | $5,430,000 | +3.7% | 73,304 | -4.5% | 0.07% | -2.7% |
| Q4 2020 | $5,235,000 | +14.7% | 76,787 | -7.1% | 0.07% | +2.8% |
| Q3 2020 | $4,565,000 | +29.2% | 82,639 | +21.5% | 0.07% | +22.4% |
| Q2 2020 | $3,533,000 | – | 68,026 | – | 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% |