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 | $21,522 | -4.7% | 318 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $22,588 | +4.7% | 318 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $21,576 | +3.4% | 318 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $20,864 | +9.8% | 318 | 0.0% | 0.00% | -25.0% |
Q3 2022 | $19,000 | -5.0% | 318 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $20,000 | -83.7% | 318 | -80.3% | 0.00% | -82.6% |
Q1 2022 | $123,000 | -5.4% | 1,618 | 0.0% | 0.02% | -8.0% |
Q4 2021 | $130,000 | +4.8% | 1,618 | 0.0% | 0.02% | -3.8% |
Q3 2021 | $124,000 | -2.4% | 1,618 | 0.0% | 0.03% | -3.7% |
Q2 2021 | $127,000 | +429.2% | 1,618 | +408.8% | 0.03% | +440.0% |
Q1 2021 | $24,000 | +9.1% | 318 | 0.0% | 0.01% | -16.7% |
Q4 2020 | $22,000 | +22.2% | 318 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $18,000 | +12.5% | 318 | 0.0% | 0.01% | +20.0% |
Q2 2020 | $16,000 | +23.1% | 318 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $13,000 | -94.1% | 318 | -91.4% | 0.01% | -95.6% |
Q4 2019 | $222,000 | – | 3,692 | – | 0.11% | – |
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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% |