SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $101,769 | +2.0% | 1,433 | -2.6% | 0.22% | +9.5% |
| Q1 2023 | $99,816 | -0.6% | 1,471 | -3.9% | 0.20% | -11.5% |
| Q4 2022 | $100,434 | -82.5% | 1,531 | -77.8% | 0.23% | +45.8% |
| Q4 2021 | $573,000 | +4.0% | 6,893 | +4.0% | 0.16% | -0.6% |
| Q3 2021 | $551,000 | +33.7% | 6,628 | +23.4% | 0.16% | +21.9% |
| Q1 2021 | $412,000 | +95.3% | 5,371 | +48.3% | 0.13% | +52.4% |
| Q3 2019 | $211,000 | -83.3% | 3,621 | -82.5% | 0.08% | -86.3% |
| Q4 2018 | $1,261,000 | +7.0% | 20,708 | 0.0% | 0.61% | +14.8% |
| Q2 2018 | $1,179,000 | +110.9% | 20,708 | +92.4% | 0.54% | +103.4% |
| Q4 2017 | $559,000 | – | 10,763 | – | 0.26% | – |
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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% |