SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,965,547 | -8.0% | 132,470 | -3.5% | 7.76% | -4.7% |
| Q2 2023 | $9,747,630 | +1.1% | 137,233 | -3.4% | 8.14% | -15.2% |
| Q1 2023 | $9,642,320 | +2.2% | 142,112 | -1.2% | 9.61% | +5.6% |
| Q4 2022 | $9,437,443 | +7.9% | 143,842 | -0.4% | 9.10% | +4.4% |
| Q3 2022 | $8,746,000 | -2.8% | 144,491 | +0.7% | 8.72% | -4.8% |
| Q2 2022 | $9,002,000 | -16.9% | 143,499 | +0.5% | 9.16% | -12.4% |
| Q1 2022 | $10,829,000 | -7.2% | 142,752 | -1.6% | 10.45% | -5.9% |
| Q4 2021 | $11,672,000 | – | 145,118 | – | 11.10% | – |
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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% |