SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,030 | +25.7% | 10,328 | +31.9% | 0.07% | +32.1% |
| Q2 2023 | $556,094 | +87.9% | 7,829 | +79.5% | 0.06% | +75.0% |
| Q1 2023 | $295,894 | +27.0% | 4,361 | +42.1% | 0.03% | +28.0% |
| Q1 2022 | $233,000 | +4.5% | 3,068 | +10.6% | 0.02% | +13.6% |
| Q4 2021 | $223,000 | -54.9% | 2,774 | -73.1% | 0.02% | -83.3% |
| Q4 2018 | $494,000 | +121.5% | 10,311 | +86.5% | 0.13% | +94.1% |
| Q2 2014 | $223,000 | +1.8% | 5,530 | -2.5% | 0.07% | -4.2% |
| Q1 2014 | $219,000 | -2.2% | 5,670 | -5.4% | 0.07% | -11.2% |
| Q4 2013 | $224,000 | -54.8% | 5,992 | -58.2% | 0.08% | -55.6% |
| Q3 2013 | $496,000 | +22.5% | 14,331 | +13.2% | 0.18% | +7.8% |
| Q2 2013 | $405,000 | – | 12,661 | – | 0.17% | – |
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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% |