SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,858,290 | +296.0% | 27,457 | +283.9% | 1.36% | +184.7% |
| Q4 2022 | $469,243 | +9.4% | 7,152 | +0.8% | 0.48% | +34.5% |
| Q3 2022 | $429,000 | -87.1% | 7,093 | -86.6% | 0.35% | -86.8% |
| Q2 2022 | $3,318,000 | -4.9% | 52,900 | +15.0% | 2.68% | +3.6% |
| Q1 2022 | $3,488,000 | +49728.6% | 45,981 | -42.4% | 2.58% | +51580.0% |
| Q4 2021 | $7,000 | -99.8% | 79,830 | +19.7% | 0.01% | -99.9% |
| Q2 2019 | $3,807,000 | +37.0% | 66,692 | +33.0% | 5.27% | +27.0% |
| Q1 2019 | $2,778,000 | -6.9% | 50,153 | -19.4% | 4.15% | -8.7% |
| Q4 2018 | $2,984,000 | – | 62,259 | – | 4.54% | – |
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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% |