SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,359 | +10.0% | 3,572 | +1.7% | 0.00% | 0.0% |
| Q3 2022 | $213,000 | -7.4% | 3,511 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -32.2% | 3,664 | -18.1% | 0.00% | -50.0% |
| Q1 2022 | $339,000 | -17.9% | 4,475 | -12.8% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | +57.0% | 5,133 | +49.4% | 0.00% | +100.0% |
| Q3 2021 | $263,000 | -12.6% | 3,436 | -10.8% | 0.00% | -50.0% |
| Q2 2021 | $301,000 | +19.0% | 3,852 | +13.1% | 0.00% | +100.0% |
| Q1 2021 | $253,000 | -15.1% | 3,405 | -22.1% | 0.00% | -50.0% |
| Q4 2020 | $298,000 | +26.8% | 4,370 | -29.4% | 0.00% | 0.0% |
| Q1 2020 | $235,000 | -28.4% | 6,189 | +13.6% | 0.00% | -33.3% |
| Q4 2019 | $328,000 | +55.5% | 5,449 | +45.7% | 0.00% | +50.0% |
| Q3 2019 | $211,000 | -2.8% | 3,740 | -1.6% | 0.00% | 0.0% |
| Q2 2019 | $217,000 | – | 3,800 | – | 0.00% | – |
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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% |