SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $260,000 | -12.5% | 3,392 | -15.1% | 0.16% | -27.9% |
| Q1 2021 | $297,000 | +17.9% | 3,993 | +8.0% | 0.22% | +13.8% |
| Q4 2020 | $252,000 | -10.6% | 3,696 | -27.3% | 0.20% | -44.1% |
| Q3 2020 | $282,000 | +10.2% | 5,086 | +4.3% | 0.35% | +20.3% |
| Q2 2020 | $256,000 | -89.3% | 4,874 | -92.9% | 0.29% | -89.6% |
| Q3 2013 | $2,382,000 | +305.1% | 68,801 | +273.8% | 2.78% | +211.0% |
| Q2 2013 | $588,000 | – | 18,405 | – | 0.89% | – |
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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% |