SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,355 | -4.7% | 153 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $10,868 | +4.7% | 153 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10,381 | +3.4% | 153 | 0.0% | 0.00% | -33.3% |
Q4 2022 | $10,038 | -41.0% | 153 | -45.0% | 0.00% | -40.0% |
Q3 2022 | $17,000 | +41.7% | 278 | +41.1% | 0.01% | +25.0% |
Q2 2022 | $12,000 | 0.0% | 197 | +28.8% | 0.00% | +33.3% |
Q1 2022 | $12,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $12,000 | -42.9% | 153 | -44.4% | 0.00% | -50.0% |
Q3 2021 | $21,000 | -4.5% | 275 | 0.0% | 0.01% | -14.3% |
Q2 2021 | $22,000 | +10.0% | 275 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $20,000 | +5.3% | 275 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $19,000 | +26.7% | 275 | 0.0% | 0.01% | +16.7% |
Q3 2020 | $15,000 | -16.7% | 275 | -21.2% | 0.01% | -25.0% |
Q2 2020 | $18,000 | +38.5% | 349 | +14.4% | 0.01% | +14.3% |
Q1 2020 | $13,000 | -27.8% | 305 | 0.0% | 0.01% | -22.2% |
Q4 2019 | $18,000 | +28.6% | 305 | +20.1% | 0.01% | +28.6% |
Q3 2019 | $14,000 | 0.0% | 254 | 0.0% | 0.01% | -12.5% |
Q2 2019 | $14,000 | 0.0% | 254 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $14,000 | +75.0% | 254 | +50.3% | 0.01% | +60.0% |
Q4 2018 | $8,000 | -20.0% | 169 | 0.0% | 0.01% | -16.7% |
Q3 2018 | $10,000 | +11.1% | 169 | 0.0% | 0.01% | +20.0% |
Q2 2018 | $9,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $9,000 | -25.0% | 169 | -24.9% | 0.01% | -28.6% |
Q4 2017 | $12,000 | – | 225 | – | 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% |