SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,175 | -25.4% | 7,036 | -21.7% | 0.02% | -26.9% |
| Q2 2023 | $638,204 | +29.2% | 8,985 | +23.4% | 0.03% | +23.8% |
| Q1 2023 | $493,997 | +3.5% | 7,281 | +0.1% | 0.02% | -4.5% |
| Q4 2022 | $477,286 | -4.5% | 7,275 | -11.9% | 0.02% | -15.4% |
| Q3 2022 | $500,000 | +5.0% | 8,253 | +8.7% | 0.03% | +4.0% |
| Q2 2022 | $476,000 | -17.8% | 7,594 | -0.5% | 0.02% | -13.8% |
| Q1 2022 | $579,000 | -5.2% | 7,634 | +0.4% | 0.03% | -6.5% |
| Q4 2021 | $611,000 | +2.0% | 7,602 | -2.7% | 0.03% | -8.8% |
| Q3 2021 | $599,000 | +12.0% | 7,815 | +14.4% | 0.03% | +6.2% |
| Q2 2021 | $535,000 | +5.3% | 6,831 | +0.2% | 0.03% | -22.0% |
| Q1 2021 | $508,000 | +18.4% | 6,819 | +8.3% | 0.04% | +24.2% |
| Q4 2020 | $429,000 | -3.6% | 6,294 | -21.6% | 0.03% | -13.2% |
| Q3 2020 | $445,000 | -10.5% | 8,030 | -2.7% | 0.04% | -30.9% |
| Q4 2019 | $497,000 | +4.4% | 8,257 | -1.9% | 0.06% | -5.2% |
| Q3 2019 | $476,000 | +37.2% | 8,415 | +38.7% | 0.06% | +28.9% |
| Q2 2019 | $347,000 | – | 6,069 | – | 0.04% | – |
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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% |