SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $28,000 | -3.4% | 459 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 459 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $35,000 | -5.4% | 459 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $37,000 | +5.7% | 459 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $35,000 | -2.8% | 459 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 459 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $34,000 | +9.7% | 459 | 0.0% | 0.02% | +11.1% |
| Q4 2020 | $31,000 | +24.0% | 459 | 0.0% | 0.02% | +20.0% |
| Q3 2020 | $25,000 | +4.2% | 459 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $24,000 | +26.3% | 459 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $19,000 | -56.8% | 459 | -36.8% | 0.01% | -50.0% |
| Q4 2019 | $44,000 | +7.3% | 726 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $41,000 | 0.0% | 726 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $41,000 | +2.5% | 726 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $40,000 | +14.3% | 726 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $35,000 | -16.7% | 726 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $42,000 | +5.0% | 726 | 0.0% | 0.03% | -3.3% |
| Q2 2018 | $40,000 | +5.3% | 726 | 0.0% | 0.03% | +15.4% |
| Q1 2018 | $38,000 | -2.6% | 726 | 0.0% | 0.03% | +4.0% |
| Q4 2017 | $39,000 | +8.3% | 726 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $36,000 | – | 726 | – | 0.02% | – |
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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% |