SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 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% | – |
Download |
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% |