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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $265 | -99.9% | 4,037 | +0.5% | 0.17% | 0.0% |
Q3 2022 | $243,000 | -3.2% | 4,016 | +0.5% | 0.17% | -1.2% |
Q2 2022 | $251,000 | -16.9% | 3,998 | +0.5% | 0.17% | -6.6% |
Q1 2022 | $302,000 | -5.3% | 3,980 | +0.3% | 0.18% | 0.0% |
Q4 2021 | $319,000 | +5.3% | 3,967 | +0.4% | 0.18% | -2.2% |
Q3 2021 | $303,000 | -1.6% | 3,953 | +0.6% | 0.19% | -3.6% |
Q2 2021 | $308,000 | +5.5% | 3,929 | 0.0% | 0.19% | -1.0% |
Q1 2021 | $292,000 | +9.4% | 3,929 | +0.2% | 0.20% | 0.0% |
Q4 2020 | $267,000 | +23.0% | 3,922 | +0.4% | 0.20% | +2.6% |
Q3 2020 | $217,000 | +5.9% | 3,906 | +0.7% | 0.19% | +2.7% |
Q2 2020 | $205,000 | +25.0% | 3,879 | 0.0% | 0.18% | +12.8% |
Q1 2020 | $164,000 | -29.3% | 3,879 | +35.6% | 0.16% | -7.3% |
Q4 2019 | $232,000 | +7.4% | 2,860 | -25.2% | 0.18% | -0.6% |
Q3 2019 | $216,000 | -0.9% | 3,825 | +0.3% | 0.18% | -3.8% |
Q2 2019 | $218,000 | +3.3% | 3,812 | 0.0% | 0.18% | +2.8% |
Q1 2019 | $211,000 | +15.9% | 3,812 | +0.3% | 0.18% | +1.7% |
Q4 2018 | $182,000 | -16.5% | 3,801 | +0.9% | 0.18% | -7.8% |
Q3 2018 | $218,000 | +11.8% | 3,768 | +5.8% | 0.19% | +9.1% |
Q2 2018 | $195,000 | +3.7% | 3,561 | 0.0% | 0.18% | +3.5% |
Q1 2018 | $188,000 | -0.5% | 3,561 | +0.3% | 0.17% | +6.9% |
Q4 2017 | $189,000 | – | 3,549 | – | 0.16% | – |
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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% |