SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,821 | -11.2% | 1,534 | -6.8% | 0.00% | 0.0% |
| Q2 2023 | $116,915 | +4.9% | 1,646 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $111,436 | +39.7% | 1,642 | +35.0% | 0.00% | +50.0% |
| Q4 2022 | $79,782 | +45.1% | 1,216 | +33.3% | 0.00% | +100.0% |
| Q3 2022 | $55,000 | -3.5% | 912 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $57,000 | -43.0% | 908 | -31.2% | 0.00% | -50.0% |
| Q1 2022 | $100,000 | -3.8% | 1,319 | +1.9% | 0.00% | -33.3% |
| Q4 2021 | $104,000 | +35.1% | 1,295 | +28.7% | 0.00% | +50.0% |
| Q3 2021 | $77,000 | +11.6% | 1,006 | +13.7% | 0.00% | 0.0% |
| Q2 2021 | $69,000 | +27.8% | 885 | +22.4% | 0.00% | 0.0% |
| Q1 2021 | $54,000 | +54.3% | 723 | +39.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +34.6% | 520 | +9.5% | 0.00% | +100.0% |
| Q3 2020 | $26,000 | +62.5% | 475 | +55.7% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | +166.7% | 305 | +106.1% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -57.1% | 148 | -37.8% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | – | 238 | – | 0.00% | – |
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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% |