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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,184,000 | +13.7% | 14,707 | +8.3% | 0.07% | -2.9% |
| Q3 2021 | $1,041,000 | +254.1% | 13,582 | +258.7% | 0.07% | +600.0% |
| Q1 2021 | $294,000 | +16.2% | 3,786 | +2.2% | 0.01% | -9.1% |
| Q4 2020 | $253,000 | +8.1% | 3,706 | -12.3% | 0.01% | -8.3% |
| Q3 2020 | $234,000 | +8.3% | 4,226 | +3.2% | 0.01% | 0.0% |
| Q2 2020 | $216,000 | +20.0% | 4,096 | -4.2% | 0.01% | -7.7% |
| Q1 2020 | $180,000 | +8.4% | 4,276 | +55.1% | 0.01% | 0.0% |
| Q4 2019 | $166,000 | -32.2% | 2,757 | -36.3% | 0.01% | -35.0% |
| Q3 2019 | $245,000 | -93.1% | 4,327 | -93.2% | 0.02% | -94.9% |
| Q1 2019 | $3,530,000 | +15.9% | 63,729 | +0.3% | 0.39% | -8.6% |
| Q4 2018 | $3,046,000 | – | 63,545 | – | 0.43% | – |
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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% |