SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,347 | +280.7% | 803 | +299.5% | 0.01% | +350.0% |
| Q2 2023 | $14,277 | +4.7% | 201 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,638 | +3.4% | 201 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,188 | +9.9% | 201 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $12,000 | -84.4% | 201 | -83.5% | 0.00% | -81.2% |
| Q2 2022 | $77,000 | +413.3% | 1,220 | +507.0% | 0.02% | +433.3% |
| Q1 2022 | $15,000 | -34.8% | 201 | -28.2% | 0.00% | -25.0% |
| Q4 2021 | $23,000 | +109.1% | 280 | +101.4% | 0.00% | +100.0% |
| Q3 2021 | $11,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +150.0% | 139 | +124.2% | 0.00% | – |
| Q4 2020 | $4,000 | +100.0% | 62 | +100.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -95.9% | 31 | -97.3% | 0.00% | -94.7% |
| Q1 2020 | $49,000 | +53.1% | 1,161 | +117.0% | 0.02% | +58.3% |
| Q4 2019 | $32,000 | +14.3% | 535 | +6.2% | 0.01% | +9.1% |
| Q3 2019 | $28,000 | -30.0% | 504 | -28.3% | 0.01% | -31.2% |
| Q2 2019 | $40,000 | – | 703 | – | 0.02% | – |
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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% |