SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,895 | -10.1% | 4,860 | -5.7% | 0.00% | -40.0% |
| Q2 2023 | $365,986 | +4.7% | 5,153 | +0.0% | 0.01% | -16.7% |
| Q1 2023 | $349,538 | -43.9% | 5,152 | -50.0% | 0.01% | 0.0% |
| Q3 2022 | $622,759 | +92.8% | 10,300 | +100.0% | 0.01% | -14.3% |
| Q2 2022 | $323,027 | -41.2% | 5,149 | -36.1% | 0.01% | -69.6% |
| Q4 2020 | $549,000 | +22.8% | 8,055 | 0.0% | 0.02% | -53.1% |
| Q3 2020 | $447,000 | +4866.7% | 8,055 | +4254.1% | 0.05% | +1125.0% |
| Q2 2017 | $9,000 | -93.5% | 185 | -93.6% | 0.00% | -94.7% |
| Q1 2017 | $138,000 | – | 2,907 | – | 0.08% | – |
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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% |