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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2 | -100.0% | 800 | +167.6% | 0.00% | – |
| Q3 2022 | $5,000 | -80.0% | 299 | -25.1% | 0.00% | -100.0% |
| Q2 2022 | $25,000 | +733.3% | 399 | -43.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 700 | +40.0% | 0.00% | – |
| Q4 2021 | $3,000 | -92.5% | 500 | -58.3% | 0.00% | -100.0% |
| Q3 2021 | $40,000 | -4.8% | 1,199 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +425.0% | 1,199 | -0.1% | 0.00% | – |
| Q1 2021 | $8,000 | -61.9% | 1,200 | -19.9% | 0.00% | -100.0% |
| Q4 2020 | $21,000 | -46.2% | 1,499 | -28.6% | 0.00% | -50.0% |
| Q3 2020 | $39,000 | +8.3% | 2,099 | -47.5% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +620.0% | 3,999 | +37.9% | 0.00% | – |
| Q1 2020 | $5,000 | -50.0% | 2,899 | -0.0% | 0.00% | -100.0% |
| Q4 2019 | $10,000 | +900.0% | 2,900 | +38.1% | 0.00% | – |
| Q3 2019 | $1,000 | -75.0% | 2,100 | -63.2% | 0.00% | – |
| Q2 2019 | $4,000 | -71.4% | 5,700 | -29.6% | 0.00% | -100.0% |
| Q1 2019 | $14,000 | -53.3% | 8,100 | +189.4% | 0.00% | -66.7% |
| Q4 2018 | $30,000 | +650.0% | 2,799 | +12.0% | 0.00% | – |
| Q3 2018 | $4,000 | -33.3% | 2,500 | +177.8% | 0.00% | – |
| Q2 2018 | $6,000 | -80.0% | 900 | +50.0% | 0.00% | -100.0% |
| Q3 2017 | $30,000 | -30.2% | 600 | -33.3% | 0.00% | -50.0% |
| Q2 2017 | $43,000 | +19.4% | 900 | -16.5% | 0.00% | +100.0% |
| Q1 2017 | $36,000 | +100.0% | 1,078 | +10.2% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | +12.5% | 978 | +158.7% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | -88.1% | 378 | -88.2% | 0.00% | -85.7% |
| Q2 2016 | $135,000 | -21.1% | 3,215 | -23.7% | 0.01% | -36.4% |
| Q1 2016 | $171,000 | +33.6% | 4,215 | +31.1% | 0.01% | +57.1% |
| Q4 2015 | $128,000 | – | 3,215 | – | 0.01% | – |
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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% |