SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $78,000 | -3.7% | 1,032 | +2.5% | 0.02% | 0.0% |
| Q4 2021 | $81,000 | +5.2% | 1,007 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $77,000 | -18.1% | 1,007 | -15.9% | 0.03% | -21.2% |
| Q2 2021 | $94,000 | -38.2% | 1,197 | -41.4% | 0.03% | -44.1% |
| Q1 2021 | $152,000 | +8.6% | 2,041 | -0.9% | 0.06% | -4.8% |
| Q4 2020 | $140,000 | +22.8% | 2,060 | +0.0% | 0.06% | +8.8% |
| Q3 2020 | $114,000 | +5.6% | 2,059 | +0.0% | 0.06% | -1.7% |
| Q2 2020 | $108,000 | +18.7% | 2,058 | -4.4% | 0.06% | -3.3% |
| Q1 2020 | $91,000 | -29.5% | 2,153 | +0.0% | 0.06% | -17.8% |
| Q4 2019 | $129,000 | -3.0% | 2,152 | -8.7% | 0.07% | -8.8% |
| Q3 2019 | $133,000 | -10.7% | 2,356 | -9.5% | 0.08% | -12.1% |
| Q2 2019 | $149,000 | +3.5% | 2,604 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $144,000 | +33.3% | 2,604 | +16.0% | 0.09% | +17.9% |
| Q4 2018 | $108,000 | -11.5% | 2,244 | 0.0% | 0.08% | -3.7% |
| Q3 2018 | $122,000 | +17.3% | 2,244 | +18.5% | 0.08% | +6.6% |
| Q2 2018 | $104,000 | +5.1% | 1,894 | +1.4% | 0.08% | +1.3% |
| Q1 2018 | $99,000 | – | 1,868 | – | 0.08% | – |
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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% |