SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,889 | +5.0% | 10,740 | +10.2% | 0.05% | +11.9% |
| Q2 2023 | $692,081 | +227.2% | 9,743 | +212.5% | 0.04% | +200.0% |
| Q1 2023 | $211,543 | -18.3% | 3,118 | -33.3% | 0.01% | -30.0% |
| Q3 2020 | $259,000 | +3.2% | 4,674 | -1.8% | 0.02% | +5.3% |
| Q2 2020 | $251,000 | -30.9% | 4,760 | -44.3% | 0.02% | -56.8% |
| Q1 2020 | $363,000 | -82.8% | 8,552 | -75.6% | 0.04% | -47.0% |
| Q4 2019 | $2,107,000 | -6.5% | 34,993 | -12.1% | 0.08% | -64.4% |
| Q3 2019 | $2,253,000 | -42.6% | 39,832 | -42.1% | 0.23% | -41.3% |
| Q2 2019 | $3,928,000 | -4.1% | 68,791 | -7.0% | 0.40% | -12.0% |
| Q1 2019 | $4,095,000 | -31.5% | 73,942 | -40.8% | 0.45% | -39.5% |
| Q4 2018 | $5,982,000 | -31.6% | 124,808 | -17.5% | 0.75% | -21.1% |
| Q3 2018 | $8,749,000 | +349.8% | 151,258 | +327.0% | 0.95% | +566.2% |
| Q2 2018 | $1,945,000 | +81.4% | 35,426 | +74.7% | 0.14% | +71.1% |
| Q1 2018 | $1,072,000 | +43.5% | 20,278 | +44.7% | 0.08% | +43.1% |
| Q4 2017 | $747,000 | +95.0% | 14,014 | +83.4% | 0.06% | +70.6% |
| Q3 2017 | $383,000 | – | 7,640 | – | 0.03% | – |
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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% |