SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,672 | -10.9% | 4,603 | -6.6% | 0.01% | -7.7% |
| Q2 2023 | $350,982 | +3.7% | 4,928 | -0.9% | 0.01% | -7.1% |
| Q1 2023 | $338,441 | +0.4% | 4,973 | -3.2% | 0.01% | -17.6% |
| Q4 2022 | $337,100 | -2.0% | 5,137 | -9.2% | 0.02% | -5.6% |
| Q3 2022 | $344,000 | -8.5% | 5,660 | -5.1% | 0.02% | -5.3% |
| Q2 2022 | $376,000 | -44.5% | 5,964 | -33.0% | 0.02% | -32.1% |
| Q1 2022 | $677,000 | -6.7% | 8,900 | -1.2% | 0.03% | -9.7% |
| Q4 2021 | $726,000 | +5.7% | 9,009 | +0.8% | 0.03% | -8.8% |
| Q3 2021 | $687,000 | -1.6% | 8,941 | +0.3% | 0.03% | -2.9% |
| Q2 2021 | $698,000 | +13.5% | 8,910 | +8.1% | 0.04% | -2.8% |
| Q1 2021 | $615,000 | -11.1% | 8,244 | -18.6% | 0.04% | -25.0% |
| Q4 2020 | $692,000 | +874.6% | 10,130 | +694.5% | 0.05% | +77.8% |
| Q3 2020 | $71,000 | -88.4% | 1,275 | -89.0% | 0.03% | -50.0% |
| Q2 2020 | $611,000 | +14.8% | 11,615 | -7.9% | 0.05% | -3.6% |
| Q1 2020 | $532,000 | -17.9% | 12,607 | +16.9% | 0.06% | +12.0% |
| Q4 2019 | $648,000 | +26.8% | 10,780 | +19.2% | 0.05% | -3.8% |
| Q3 2019 | $511,000 | – | 9,044 | – | 0.05% | – |
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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% |