SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 373 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $84,000 | +5.0% | 1,075 | 0.0% | 0.04% | +29.4% |
| Q1 2021 | $80,000 | +9.6% | 1,075 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $73,000 | +21.7% | 1,075 | 0.0% | 0.03% | +9.7% |
| Q3 2020 | $60,000 | +5.3% | 1,075 | 0.0% | 0.03% | +3.3% |
| Q2 2020 | $57,000 | -6.6% | 1,075 | -25.9% | 0.03% | -23.1% |
| Q1 2020 | $61,000 | -60.1% | 1,450 | -42.9% | 0.04% | -43.5% |
| Q4 2019 | $153,000 | +6.2% | 2,540 | 0.0% | 0.07% | +4.5% |
| Q3 2019 | $144,000 | -0.7% | 2,540 | 0.0% | 0.07% | -1.5% |
| Q2 2019 | $145,000 | +11.5% | 2,540 | +8.1% | 0.07% | +19.6% |
| Q1 2019 | $130,000 | +15.0% | 2,350 | 0.0% | 0.06% | +5.7% |
| Q4 2018 | $113,000 | -16.9% | 2,350 | 0.0% | 0.05% | +3.9% |
| Q3 2018 | $136,000 | +5.4% | 2,350 | 0.0% | 0.05% | -5.6% |
| Q2 2018 | $129,000 | +4.0% | 2,350 | 0.0% | 0.05% | +50.0% |
| Q1 2018 | $124,000 | -0.8% | 2,350 | 0.0% | 0.04% | -2.7% |
| Q4 2017 | $125,000 | +26.3% | 2,350 | +19.0% | 0.04% | +12.1% |
| Q3 2017 | $99,000 | – | 1,975 | – | 0.03% | – |
Download | ||||||
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% |