SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $299,000 | -34.7% | 4,774 | -20.9% | 0.09% | -26.2% |
| Q1 2022 | $458,000 | -14.2% | 6,037 | -8.9% | 0.12% | -13.5% |
| Q4 2021 | $534,000 | -16.0% | 6,629 | -20.1% | 0.14% | -19.9% |
| Q3 2021 | $636,000 | -17.4% | 8,297 | -15.6% | 0.18% | -14.6% |
| Q2 2021 | $770,000 | -33.5% | 9,832 | -36.8% | 0.21% | -35.4% |
| Q1 2021 | $1,158,000 | -15.0% | 15,560 | -22.0% | 0.32% | -20.6% |
| Q4 2020 | $1,362,000 | +23.0% | 19,959 | 0.0% | 0.40% | +5.8% |
| Q3 2020 | $1,107,000 | +2.6% | 19,959 | -2.7% | 0.38% | -0.5% |
| Q2 2020 | $1,079,000 | +21.5% | 20,504 | -2.7% | 0.38% | -13.2% |
| Q1 2020 | $888,000 | -30.4% | 21,068 | +0.4% | 0.44% | -1.6% |
| Q4 2019 | $1,275,000 | +7.6% | 20,988 | +0.2% | 0.45% | +4.4% |
| Q3 2019 | $1,185,000 | +98.8% | 20,954 | +100.8% | 0.43% | +109.8% |
| Q2 2019 | $596,000 | +158.0% | 10,435 | +150.7% | 0.20% | +183.3% |
| Q1 2019 | $231,000 | – | 4,162 | – | 0.07% | – |
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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% |