SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $6,000 | -99.1% | 82 | -99.1% | 0.03% | -54.4% |
| Q1 2021 | $694,000 | +10.0% | 9,332 | +0.9% | 0.07% | +6.2% |
| Q4 2020 | $631,000 | +20.4% | 9,250 | -2.1% | 0.06% | +8.5% |
| Q3 2020 | $524,000 | +5.4% | 9,450 | 0.0% | 0.06% | -3.3% |
| Q2 2020 | $497,000 | +3.1% | 9,450 | -17.3% | 0.06% | -14.1% |
| Q1 2020 | $482,000 | -32.2% | 11,425 | -3.4% | 0.07% | -14.5% |
| Q4 2019 | $711,000 | +5.8% | 11,825 | +1.3% | 0.08% | -3.5% |
| Q3 2019 | $672,000 | +1.2% | 11,675 | +0.4% | 0.09% | 0.0% |
| Q2 2019 | $664,000 | +2.6% | 11,625 | -0.5% | 0.09% | +1.2% |
| Q1 2019 | $647,000 | +2.1% | 11,689 | -3.4% | 0.08% | -4.5% |
| Q4 2018 | $634,000 | -5.2% | 12,100 | +4.5% | 0.09% | +7.2% |
| Q3 2018 | $669,000 | +8.1% | 11,575 | +2.7% | 0.08% | +1.2% |
| Q2 2018 | $619,000 | +3.9% | 11,275 | 0.0% | 0.08% | +9.3% |
| Q1 2018 | $596,000 | -0.8% | 11,275 | 0.0% | 0.08% | +2.7% |
| Q4 2017 | $601,000 | – | 11,275 | – | 0.07% | – |
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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% |