SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $677,000 | -64.4% | 11,980 | -64.1% | 0.10% | -66.3% |
| Q2 2019 | $1,903,000 | -15.5% | 33,327 | -18.1% | 0.30% | -41.1% |
| Q1 2019 | $2,253,000 | -10.3% | 40,681 | -22.4% | 0.51% | -29.6% |
| Q4 2018 | $2,512,000 | -15.7% | 52,411 | +1.7% | 0.72% | -7.2% |
| Q3 2018 | $2,981,000 | +29.6% | 51,543 | +23.0% | 0.78% | +21.3% |
| Q2 2018 | $2,300,000 | -45.4% | 41,910 | -49.7% | 0.64% | -8.8% |
| Q1 2018 | $4,211,000 | +77.5% | 83,387 | +87.2% | 0.70% | -4.1% |
| Q4 2017 | $2,373,000 | +8.6% | 44,541 | +2.1% | 0.73% | +1.5% |
| Q3 2017 | $2,186,000 | +16.2% | 43,627 | +11.7% | 0.72% | +12.6% |
| Q2 2017 | $1,882,000 | +11.2% | 39,071 | +9.3% | 0.64% | +2.9% |
| Q1 2017 | $1,692,000 | +451.1% | 35,754 | +426.0% | 0.62% | +383.7% |
| Q4 2016 | $307,000 | – | 6,797 | – | 0.13% | – |
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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% |