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 | $21,523 | +1.7% | 318 | +6.7% | 0.00% | 0.0% |
| Q2 2023 | $21,167 | +4.0% | 298 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $20,355 | -66.1% | 300 | -67.2% | 0.00% | -50.0% |
| Q4 2022 | $59,967 | +9.0% | 914 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $55,000 | -54.5% | 914 | -53.0% | 0.00% | -50.0% |
| Q2 2022 | $121,000 | +101.7% | 1,943 | +145.3% | 0.00% | +33.3% |
| Q1 2022 | $60,000 | -41.2% | 792 | -37.8% | 0.00% | 0.0% |
| Q4 2021 | $102,000 | -23.3% | 1,274 | -26.8% | 0.00% | -25.0% |
| Q3 2021 | $133,000 | -1.5% | 1,740 | 0.0% | 0.00% | -42.9% |
| Q2 2021 | $135,000 | +4.7% | 1,740 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $129,000 | +18.3% | 1,740 | +8.4% | 0.01% | 0.0% |
| Q4 2020 | $109,000 | +75.8% | 1,605 | +43.3% | 0.01% | +40.0% |
| Q3 2020 | $62,000 | +5.1% | 1,120 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $59,000 | +25.5% | 1,120 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $47,000 | -23.0% | 1,120 | +9.8% | 0.00% | 0.0% |
| Q4 2019 | $61,000 | -4.7% | 1,020 | -10.4% | 0.00% | -20.0% |
| Q3 2019 | $64,000 | +10.3% | 1,138 | +11.6% | 0.01% | +25.0% |
| Q2 2019 | $58,000 | -17.1% | 1,020 | -19.7% | 0.00% | -33.3% |
| Q1 2019 | $70,000 | +34.6% | 1,271 | +16.5% | 0.01% | +20.0% |
| Q4 2018 | $52,000 | -16.1% | 1,091 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $62,000 | +195.2% | 1,091 | +190.9% | 0.01% | +150.0% |
| Q2 2018 | $21,000 | +162.5% | 375 | +87.5% | 0.00% | +100.0% |
| Q4 2014 | $8,000 | – | 200 | – | 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% |