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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |