SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,177 | -7.8% | 91,272 | -3.3% | 0.04% | -7.3% |
| Q2 2023 | $6,702 | +22.8% | 94,348 | +17.3% | 0.04% | +10.8% |
| Q1 2023 | $5,457 | +8295.4% | 80,423 | +7966.5% | 0.04% | – |
| Q4 2022 | $65 | -99.9% | 997 | -41.9% | 0.00% | -100.0% |
| Q3 2022 | $104,000 | -3.7% | 1,716 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | +0.9% | 1,715 | +21.9% | 0.00% | 0.0% |
| Q1 2022 | $107,000 | -1.8% | 1,407 | +3.4% | 0.00% | 0.0% |
| Q4 2021 | $109,000 | +354.2% | 1,361 | +341.9% | 0.00% | – |
| Q2 2021 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q1 2021 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q4 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q3 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q1 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q4 2019 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q3 2019 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q2 2019 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q1 2019 | $24,000 | +50.0% | 308 | -9.9% | 0.00% | – |
| Q4 2018 | $16,000 | -54.3% | 342 | -43.7% | 0.00% | -100.0% |
| Q3 2018 | $35,000 | – | 607 | – | 0.00% | – |
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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% |