SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
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 | 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% |