SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 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% | – |
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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% |