SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $161,000 | -23.7% | 3,362 | -7.6% | 0.08% | -13.8% |
| Q3 2018 | $211,000 | +6.0% | 3,639 | +0.2% | 0.09% | +3.6% |
| Q2 2018 | $199,000 | -7.0% | 3,633 | -10.1% | 0.08% | -5.6% |
| Q1 2018 | $214,000 | -8.9% | 4,042 | -8.3% | 0.09% | -9.2% |
| Q4 2017 | $235,000 | +16.9% | 4,406 | +10.0% | 0.10% | +12.6% |
| Q3 2017 | $201,000 | -27.7% | 4,006 | -30.7% | 0.09% | -30.4% |
| Q2 2017 | $278,000 | -3.5% | 5,781 | -5.0% | 0.12% | -8.1% |
| Q1 2017 | $288,000 | – | 6,086 | – | 0.14% | – |
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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% |