SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $804,000 | -3.9% | 14,498 | -8.8% | 0.03% | -12.9% |
| Q2 2020 | $837,000 | +20.3% | 15,901 | -3.7% | 0.03% | +3.3% |
| Q1 2020 | $696,000 | -34.4% | 16,504 | -6.0% | 0.03% | -16.7% |
| Q4 2019 | $1,061,000 | -3.3% | 17,559 | -9.4% | 0.04% | -7.7% |
| Q3 2019 | $1,097,000 | +3.0% | 19,375 | +3.9% | 0.04% | +5.4% |
| Q2 2019 | $1,065,000 | -1.0% | 18,652 | -5.4% | 0.04% | 0.0% |
| Q1 2019 | $1,076,000 | +3.4% | 19,707 | +9.7% | 0.04% | +2.8% |
| Q3 2018 | $1,041,000 | -26.1% | 17,972 | -29.7% | 0.04% | -32.1% |
| Q2 2018 | $1,409,000 | +678.5% | 25,570 | +650.5% | 0.05% | +657.1% |
| Q4 2017 | $181,000 | -10.8% | 3,407 | -20.7% | 0.01% | -30.0% |
| Q1 2017 | $203,000 | -37.0% | 4,295 | -39.8% | 0.01% | -37.5% |
| Q4 2016 | $322,000 | -50.1% | 7,139 | -51.8% | 0.02% | -52.9% |
| Q3 2016 | $645,000 | +65.4% | 14,817 | +55.4% | 0.03% | +54.5% |
| Q1 2016 | $390,000 | +49.4% | 9,536 | +42.5% | 0.02% | +57.1% |
| Q3 2015 | $261,000 | +8.8% | 6,691 | +19.3% | 0.01% | +27.3% |
| Q2 2015 | $240,000 | -84.8% | 5,610 | -88.7% | 0.01% | -91.3% |
| Q2 2013 | $1,582,000 | – | 49,441 | – | 0.13% | – |
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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% |