SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,761 | -4.3% | 17,579 | +0.4% | 0.29% | -11.3% |
| Q2 2023 | $1,243,854 | +5.1% | 17,512 | +0.4% | 0.33% | +16.0% |
| Q1 2023 | $1,183,119 | +113008.9% | 17,437 | +0.9% | 0.28% | -6.6% |
| Q4 2022 | $1,046 | -99.9% | 17,288 | 0.0% | 0.30% | 0.0% |
| Q3 2022 | $1,046,000 | -99.9% | 17,288 | +0.5% | 0.30% | -1.3% |
| Q2 2022 | $1,079,515,000 | -16.9% | 17,209 | +0.4% | 0.30% | -4.7% |
| Q1 2022 | $1,299,624,000 | +94555.8% | 17,132 | +0.3% | 0.32% | -0.3% |
| Q4 2021 | $1,373,000 | +5.3% | 17,073 | +0.3% | 0.32% | -5.9% |
| Q3 2021 | $1,304,000 | -1.7% | 17,016 | +0.4% | 0.34% | -1.7% |
| Q2 2021 | $1,327,000 | +5.4% | 16,955 | +0.3% | 0.35% | -2.8% |
| Q1 2021 | $1,259,000 | – | 16,912 | – | 0.36% | – |
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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% |