SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $38,876 | +3.5% | 573 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $37,566 | +7.3% | 573 | +0.2% | 0.01% | -16.7% |
| Q3 2022 | $35,000 | -2.8% | 572 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $36,000 | -16.3% | 571 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $43,000 | -6.5% | 571 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $46,000 | +4.5% | 571 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $44,000 | -2.2% | 570 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $45,000 | +7.1% | 570 | 0.0% | 0.01% | -55.6% |
| Q1 2021 | $42,000 | +35.5% | 570 | +23.9% | 0.02% | +28.6% |
| Q4 2020 | $31,000 | -62.2% | 460 | -68.9% | 0.01% | -56.2% |
| Q3 2020 | $82,000 | +6.5% | 1,480 | +1.8% | 0.03% | -3.0% |
| Q2 2020 | $77,000 | +26.2% | 1,454 | +1.2% | 0.03% | +10.0% |
| Q1 2020 | $61,000 | -28.2% | 1,437 | +1.8% | 0.03% | -9.1% |
| Q4 2019 | $85,000 | +9.0% | 1,411 | +2.1% | 0.03% | -5.7% |
| Q3 2019 | $78,000 | +50.0% | 1,382 | +53.0% | 0.04% | +52.2% |
| Q2 2019 | $52,000 | -42.2% | 903 | -44.2% | 0.02% | -42.5% |
| Q1 2019 | $90,000 | +9.8% | 1,619 | -5.2% | 0.04% | 0.0% |
| Q4 2018 | $82,000 | +1950.0% | 1,707 | +2176.0% | 0.04% | +1900.0% |
| Q2 2017 | $4,000 | – | 75 | – | 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% |