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 | $3,519 | -89.5% | 52 | -88.9% | 0.00% | -100.0% |
Q2 2023 | $33,384 | +18.3% | 470 | +13.0% | 0.00% | 0.0% |
Q1 2023 | $28,226 | +50.9% | 416 | +46.0% | 0.00% | +50.0% |
Q4 2022 | $18,699 | – | 285 | +3971.4% | 0.00% | – |
Q3 2022 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2022 | $0 | -100.0% | 7 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | -80.0% | 7 | -89.6% | 0.00% | -100.0% |
Q4 2021 | $5,000 | +400.0% | 67 | +857.1% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | – | 7 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2019 | $0 | -100.0% | 7 | -86.0% | 0.00% | -100.0% |
Q2 2019 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $3,000 | – | 50 | – | 0.00% | – |
Q4 2018 | $0 | – | 0 | – | 0.00% | – |
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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% |