SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,022 | -4.7% | 3,443 | 0.0% | 0.13% | -14.6% |
| Q2 2023 | $244,556 | +4.7% | 3,443 | 0.0% | 0.16% | -12.8% |
| Q1 2023 | $233,608 | +3.4% | 3,443 | 0.0% | 0.18% | -17.4% |
| Q4 2022 | $225,895 | +8.6% | 3,443 | 0.0% | 0.22% | -2.7% |
| Q3 2022 | $208,000 | -3.7% | 3,443 | 0.0% | 0.22% | +5.2% |
| Q2 2022 | $216,000 | -17.2% | 3,443 | 0.0% | 0.21% | +1.4% |
| Q1 2022 | $261,000 | -31.7% | 3,443 | -27.4% | 0.21% | -16.0% |
| Q4 2021 | $382,000 | +4.9% | 4,744 | 0.0% | 0.25% | +5.0% |
| Q3 2021 | $364,000 | -1.9% | 4,744 | 0.0% | 0.24% | +2.1% |
| Q2 2021 | $371,000 | -21.4% | 4,744 | -25.3% | 0.23% | -27.2% |
| Q1 2021 | $472,000 | +7.0% | 6,347 | -1.9% | 0.32% | +3.9% |
| Q4 2020 | $441,000 | -23.8% | 6,469 | -38.1% | 0.31% | -31.6% |
| Q3 2020 | $579,000 | -20.2% | 10,444 | -24.3% | 0.45% | -29.1% |
| Q2 2020 | $726,000 | +26.3% | 13,800 | +1.1% | 0.64% | +5.1% |
| Q1 2020 | $575,000 | -72.9% | 13,650 | -61.3% | 0.60% | -58.4% |
| Q4 2019 | $2,120,000 | – | 35,241 | – | 1.45% | – |
Download | ||||||
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% |