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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,794,061 | -2.7% | 100,385 | +2.1% | 0.10% | -3.0% |
| Q2 2023 | $6,985,692 | +11.2% | 98,348 | +2.7% | 0.10% | -13.2% |
| Q1 2023 | $6,284,056 | 0.0% | 95,779 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $6,284,056 | +8.7% | 95,779 | +0.3% | 0.11% | -3.4% |
| Q3 2022 | $5,782,000 | +10.8% | 95,523 | +14.8% | 0.12% | +14.6% |
| Q2 2022 | $5,218,000 | -17.1% | 83,175 | +0.3% | 0.10% | -16.9% |
| Q1 2022 | $6,292,000 | +2.3% | 82,949 | +8.5% | 0.12% | +4.2% |
| Q4 2021 | $6,150,000 | +4.7% | 76,461 | -0.2% | 0.12% | -0.8% |
| Q3 2021 | $5,875,000 | -2.7% | 76,634 | -0.7% | 0.12% | -17.8% |
| Q2 2021 | $6,041,000 | +4.3% | 77,179 | -0.8% | 0.15% | -49.0% |
| Q1 2021 | $5,793,000 | +7.1% | 77,833 | -1.9% | 0.29% | +0.7% |
| Q4 2020 | $5,407,000 | – | 79,302 | – | 0.28% | – |
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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% |