SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,135 | -9.9% | 7,124 | -5.5% | 0.32% | -9.6% |
| Q2 2023 | $535,219 | +5.9% | 7,535 | +1.2% | 0.35% | -1.9% |
| Q1 2023 | $505,227 | +7.6% | 7,446 | +4.1% | 0.36% | -4.5% |
| Q4 2022 | $469,505 | -2.2% | 7,156 | -9.8% | 0.38% | -21.9% |
| Q3 2022 | $480,000 | -2.2% | 7,930 | +1.4% | 0.48% | +1.9% |
| Q2 2022 | $491,000 | -24.1% | 7,824 | -8.2% | 0.47% | -16.1% |
| Q1 2022 | $647,000 | -3.9% | 8,526 | +2.0% | 0.56% | -9.3% |
| Q4 2021 | $673,000 | – | 8,362 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 778,384 | $53,070,000 | 27.75% |
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 450,833 | $30,738,000 | 14.36% |
| Filbrandt Wealth Management, LLC | 287,557 | $19,606,000 | 12.53% |
| MONEYWISE, INC. | 256,110 | $17,462,000 | 12.49% |
| Newton One Investments LLC | 183,859 | $12,535,000 | 12.32% |
| Harbor Group, Inc. | 213,596 | $15,232,000 | 11.38% |
| Opal Wealth Advisors, LLC | 131,577 | $8,971,000 | 11.25% |
| Lighthouse Financial Advisors, Inc. | 482,760 | $32,914,000 | 11.16% |
| Northern Capital Management, Inc. | 168,007 | $11,455,000 | 11.15% |
| Northeast Financial Group, Inc. | 205,514 | $14,011,915 | 10.67% |