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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,000 | -12.5% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | -69.2% | 100 | -74.0% | 0.00% | – |
| Q4 2020 | $26,000 | +420.0% | 384 | +284.0% | 0.00% | – |
| Q3 2020 | $5,000 | -37.5% | 100 | -36.7% | 0.00% | – |
| Q2 2020 | $8,000 | -50.0% | 158 | -60.5% | 0.00% | – |
| Q1 2020 | $16,000 | -66.7% | 400 | -61.1% | 0.00% | -100.0% |
| Q1 2017 | $48,000 | +700.0% | 1,027 | +530.1% | 0.00% | – |
| Q1 2016 | $6,000 | -80.0% | 163 | -78.8% | 0.00% | -100.0% |
| Q4 2015 | $30,000 | +900.0% | 768 | +825.3% | 0.00% | – |
| Q3 2015 | $3,000 | -66.7% | 83 | -61.0% | 0.00% | -100.0% |
| Q1 2015 | $9,000 | – | 213 | – | 0.00% | – |
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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% |