SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $369,000 | -19.4% | 4,585 | -23.3% | 0.07% | -51.6% |
| Q3 2021 | $458,000 | -10.4% | 5,978 | -8.5% | 0.15% | -8.4% |
| Q2 2021 | $511,000 | +9.4% | 6,534 | +4.1% | 0.17% | -1.8% |
| Q1 2021 | $467,000 | +8.6% | 6,274 | -0.4% | 0.17% | +1.2% |
| Q4 2020 | $430,000 | +28.0% | 6,302 | +4.0% | 0.17% | +9.8% |
| Q3 2020 | $336,000 | +18.7% | 6,060 | +12.8% | 0.15% | +8.5% |
| Q2 2020 | $283,000 | +25.2% | 5,373 | +0.2% | 0.14% | +7.6% |
| Q1 2020 | $226,000 | -29.8% | 5,363 | +0.3% | 0.13% | +56.0% |
| Q4 2019 | $322,000 | +3.2% | 5,348 | -3.1% | 0.08% | -48.8% |
| Q3 2019 | $312,000 | +25.8% | 5,517 | +27.1% | 0.16% | +84.3% |
| Q2 2019 | $248,000 | – | 4,342 | – | 0.09% | – |
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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% |