SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $309,000 | -3.7% | 4,519 | -8.9% | 0.59% | +6.3% |
| Q2 2022 | $321,000 | -18.9% | 4,961 | -2.6% | 0.55% | +74.1% |
| Q1 2022 | $396,000 | +5.3% | 5,093 | +8.9% | 0.32% | +12.0% |
| Q4 2021 | $376,000 | -4.3% | 4,675 | -7.8% | 0.28% | -13.2% |
| Q3 2021 | $393,000 | -3.7% | 5,073 | -2.7% | 0.33% | +7.2% |
| Q2 2021 | $408,000 | +8.5% | 5,216 | +3.1% | 0.30% | +3.1% |
| Q1 2021 | $376,000 | -16.1% | 5,060 | -7.5% | 0.30% | -17.8% |
| Q4 2020 | $448,000 | – | 5,470 | – | 0.36% | – |
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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% |