SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
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 | 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% |