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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $15,000 | -16.7% | 241 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 241 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | -50.0% | 235 | -52.9% | 0.01% | -54.5% |
| Q3 2021 | $38,000 | -13.6% | 499 | -11.5% | 0.01% | -15.4% |
| Q2 2021 | $44,000 | +4.8% | 564 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $42,000 | +10.5% | 564 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $38,000 | +22.6% | 564 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $31,000 | +6.9% | 564 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +70.6% | 564 | +36.2% | 0.01% | +33.3% |
| Q1 2020 | $17,000 | -29.2% | 414 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $24,000 | +4.3% | 414 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $23,000 | -4.2% | 414 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 414 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +21.1% | 414 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $19,000 | -13.6% | 414 | +10.1% | 0.01% | -8.3% |
| Q3 2018 | $22,000 | +175.0% | 376 | +150.7% | 0.01% | +140.0% |
| Q2 2018 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -20.0% | 150 | -21.1% | 0.01% | -16.7% |
| Q4 2017 | $10,000 | +400.0% | 190 | +375.0% | 0.01% | +500.0% |
| Q3 2017 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -71.4% | 40 | -73.3% | 0.00% | -83.3% |
| Q4 2016 | $7,000 | – | 150 | – | 0.01% | – |
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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% |