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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $50,000 | -99.2% | 800 | -99.0% | 0.02% | -98.0% |
| Q1 2022 | $6,009,000 | -4.6% | 79,216 | +1.2% | 0.97% | +0.9% |
| Q4 2021 | $6,296,000 | +5.8% | 78,279 | +0.8% | 0.96% | -4.5% |
| Q3 2021 | $5,952,000 | -75.9% | 77,645 | -75.4% | 1.01% | -77.7% |
| Q2 2021 | $24,699,000 | +68.3% | 315,557 | +60.0% | 4.52% | +54.9% |
| Q1 2021 | $14,676,000 | -6.4% | 197,182 | -14.3% | 2.92% | -13.9% |
| Q4 2020 | $15,684,000 | +164.1% | 230,039 | +114.9% | 3.39% | +138.3% |
| Q3 2020 | $5,938,000 | -10.9% | 107,035 | -15.5% | 1.42% | -17.1% |
| Q2 2020 | $6,663,000 | -22.6% | 126,631 | -38.0% | 1.72% | -36.3% |
| Q1 2020 | $8,612,000 | +12.0% | 204,267 | +59.8% | 2.70% | +11.8% |
| Q4 2019 | $7,688,000 | +7.8% | 127,819 | +1.3% | 2.41% | -14.7% |
| Q3 2019 | $7,132,000 | +1.1% | 126,134 | +2.1% | 2.83% | -1.8% |
| Q2 2019 | $7,052,000 | +7.6% | 123,529 | +4.4% | 2.88% | +19.9% |
| Q1 2019 | $6,553,000 | +12.4% | 118,315 | -2.8% | 2.40% | -16.2% |
| Q4 2018 | $5,831,000 | -16.9% | 121,662 | +0.3% | 2.87% | +6.6% |
| Q3 2018 | $7,014,000 | -35.6% | 121,266 | -38.9% | 2.69% | -41.1% |
| Q2 2018 | $10,890,000 | +68.8% | 198,397 | +62.6% | 4.56% | +57.8% |
| Q1 2018 | $6,452,000 | +2.9% | 122,008 | +3.7% | 2.89% | -5.5% |
| Q4 2017 | $6,269,000 | +70.1% | 117,677 | +60.0% | 3.06% | +62.6% |
| Q3 2017 | $3,685,000 | +0.2% | 73,547 | -3.6% | 1.88% | -2.7% |
| Q2 2017 | $3,676,000 | +6.6% | 76,327 | +4.7% | 1.93% | -11.0% |
| Q1 2017 | $3,450,000 | -0.4% | 72,884 | -5.0% | 2.17% | -4.9% |
| Q4 2016 | $3,465,000 | -1.3% | 76,745 | -4.8% | 2.28% | -7.2% |
| Q3 2016 | $3,510,000 | +3.8% | 80,655 | +0.3% | 2.46% | +1.6% |
| Q2 2016 | $3,380,000 | +2.5% | 80,451 | -1.0% | 2.42% | +7.8% |
| Q1 2016 | $3,298,000 | +5.9% | 81,258 | +4.5% | 2.25% | -0.1% |
| Q4 2015 | $3,114,000 | +3.0% | 77,722 | +0.0% | 2.25% | -4.9% |
| Q3 2015 | $3,024,000 | -2.8% | 77,709 | +6.5% | 2.36% | +8.3% |
| Q2 2015 | $3,111,000 | -1.5% | 72,962 | -0.3% | 2.18% | -6.7% |
| Q1 2015 | $3,157,000 | +7.4% | 73,152 | +1.2% | 2.34% | +10.1% |
| Q4 2014 | $2,940,000 | +5.6% | 72,268 | +0.4% | 2.12% | +0.6% |
| Q3 2014 | $2,785,000 | -1.7% | 71,975 | +2.2% | 2.11% | -2.0% |
| Q2 2014 | $2,833,000 | +10.8% | 70,398 | +6.3% | 2.16% | +2.9% |
| Q1 2014 | $2,558,000 | +9.4% | 66,251 | +6.1% | 2.10% | +9.7% |
| Q4 2013 | $2,339,000 | – | 62,458 | – | 1.91% | – |
Download | ||||||
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% |