SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948 | -4.7% | 14 | 0.0% | 0.00% | – |
| Q2 2023 | $995 | +4.7% | 14 | 0.0% | 0.00% | – |
| Q1 2023 | $950 | +3.4% | 14 | 0.0% | 0.00% | – |
| Q4 2022 | $919 | -8.1% | 14 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -94.1% | 14 | -93.5% | 0.00% | -100.0% |
| Q4 2021 | $17,000 | +6.2% | 214 | +3.4% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 207 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 207 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +27.3% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -65.6% | 207 | -72.5% | 0.00% | -75.0% |
| Q1 2020 | $32,000 | -28.9% | 754 | +0.9% | 0.01% | -11.1% |
| Q4 2019 | $45,000 | -13.5% | 747 | -18.9% | 0.01% | -18.2% |
| Q3 2019 | $52,000 | +372.7% | 921 | +360.5% | 0.01% | +450.0% |
| Q2 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | -99.5% | 200 | -99.5% | 0.00% | -99.8% |
| Q3 2018 | $2,284,000 | +76033.3% | 39,482 | +69166.7% | 1.02% | +102400.0% |
| Q2 2018 | $3,000 | -97.2% | 57 | -97.7% | 0.00% | -93.8% |
| Q3 2016 | $109,000 | – | 2,516 | – | 0.02% | – |
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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% |