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 | $194 | -4.4% | 2,861 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $203 | +23.8% | 2,861 | +18.7% | 0.03% | +11.1% |
Q1 2023 | $164 | +31.2% | 2,411 | +26.2% | 0.03% | +22.7% |
Q4 2022 | $125 | -99.9% | 1,910 | 0.0% | 0.02% | -4.3% |
Q3 2022 | $116,000 | -3.3% | 1,910 | 0.0% | 0.02% | +4.5% |
Q2 2022 | $120,000 | -25.0% | 1,910 | -9.3% | 0.02% | -18.5% |
Q1 2022 | $160,000 | +3.9% | 2,105 | +10.2% | 0.03% | +8.0% |
Q4 2021 | $154,000 | +5.5% | 1,910 | 0.0% | 0.02% | -3.8% |
Q3 2021 | $146,000 | -2.0% | 1,910 | 0.0% | 0.03% | -3.7% |
Q2 2021 | $149,000 | +4.9% | 1,910 | 0.0% | 0.03% | +3.8% |
Q1 2021 | $142,000 | +97.2% | 1,910 | +81.7% | 0.03% | +62.5% |
Q4 2020 | $72,000 | +24.1% | 1,051 | 0.0% | 0.02% | +14.3% |
Q3 2020 | $58,000 | +5.5% | 1,051 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $55,000 | +25.0% | 1,051 | 0.0% | 0.02% | +7.1% |
Q1 2020 | $44,000 | -30.2% | 1,051 | 0.0% | 0.01% | -12.5% |
Q4 2019 | $63,000 | +6.8% | 1,051 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $59,000 | -1.7% | 1,051 | 0.0% | 0.02% | -5.9% |
Q2 2019 | $60,000 | +3.4% | 1,051 | 0.0% | 0.02% | +6.2% |
Q1 2019 | $58,000 | +16.0% | 1,051 | 0.0% | 0.02% | +6.7% |
Q4 2018 | $50,000 | – | 1,051 | – | 0.02% | – |
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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% |