SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,331 | -1.6% | 19,665 | +3.3% | 0.22% | -6.1% |
| Q2 2023 | $1,353 | +2.4% | 19,046 | -2.2% | 0.23% | -5.7% |
| Q1 2023 | $1,321 | +1.4% | 19,466 | -2.0% | 0.24% | -6.5% |
| Q4 2022 | $1,303 | -99.9% | 19,856 | -2.8% | 0.26% | -0.8% |
| Q3 2022 | $1,237,000 | -3.1% | 20,432 | +0.3% | 0.26% | +14.3% |
| Q2 2022 | $1,277,000 | -21.2% | 20,361 | -4.7% | 0.23% | -10.5% |
| Q1 2022 | $1,620,000 | -2.2% | 21,362 | +3.8% | 0.26% | +11.7% |
| Q4 2021 | $1,656,000 | +11.0% | 20,587 | +5.8% | 0.23% | +0.9% |
| Q3 2021 | $1,492,000 | -1.5% | 19,460 | +0.5% | 0.23% | -16.2% |
| Q2 2021 | $1,515,000 | -13.2% | 19,357 | -17.5% | 0.27% | -3.9% |
| Q1 2021 | $1,746,000 | +8.7% | 23,458 | -0.4% | 0.28% | +6.4% |
| Q4 2020 | $1,606,000 | +14.6% | 23,551 | -6.8% | 0.27% | +1.9% |
| Q3 2020 | $1,401,000 | +3.8% | 25,259 | -1.5% | 0.26% | -10.3% |
| Q2 2020 | $1,350,000 | +22.4% | 25,647 | -2.0% | 0.29% | +2.8% |
| Q1 2020 | $1,103,000 | +119.3% | 26,163 | +213.0% | 0.28% | +197.9% |
| Q4 2019 | $503,000 | +48.4% | 8,358 | +39.5% | 0.10% | +26.7% |
| Q3 2019 | $339,000 | -0.6% | 5,992 | +0.2% | 0.08% | -43.6% |
| Q2 2019 | $341,000 | +0.3% | 5,978 | -2.6% | 0.13% | +4.7% |
| Q1 2019 | $340,000 | +4.9% | 6,140 | -9.2% | 0.13% | -13.6% |
| Q4 2018 | $324,000 | – | 6,761 | – | 0.15% | – |
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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% |