SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,981,000 | -0.3% | 78,022 | +1.7% | 3.62% | +4.2% |
| Q2 2021 | $6,002,000 | +5.4% | 76,683 | +0.2% | 3.47% | -1.9% |
| Q1 2021 | $5,694,000 | +93.5% | 76,506 | +44.2% | 3.54% | +60.5% |
| Q4 2020 | $2,943,000 | -1.0% | 53,041 | 0.0% | 2.20% | -0.5% |
| Q3 2020 | $2,972,000 | +18.0% | 53,041 | +10.8% | 2.21% | -3.7% |
| Q2 2020 | $2,519,000 | -11.8% | 47,874 | -23.1% | 2.30% | -14.5% |
| Q1 2020 | $2,857,000 | -33.1% | 62,277 | -12.4% | 2.69% | -13.5% |
| Q4 2019 | $4,273,000 | +11.7% | 71,115 | +5.1% | 3.11% | -10.9% |
| Q3 2019 | $3,825,000 | -0.6% | 67,656 | +1.1% | 3.48% | -1.6% |
| Q2 2019 | $3,849,000 | +2.9% | 66,926 | +0.7% | 3.54% | -6.0% |
| Q1 2019 | $3,741,000 | +18.2% | 66,453 | +5.1% | 3.76% | -13.3% |
| Q4 2018 | $3,164,000 | -11.6% | 63,237 | -6.8% | 4.34% | -4.9% |
| Q3 2018 | $3,578,000 | -17.3% | 67,867 | -13.9% | 4.56% | -8.9% |
| Q2 2018 | $4,329,000 | -42.8% | 78,860 | -44.9% | 5.01% | -15.3% |
| Q1 2018 | $7,563,000 | -11.7% | 143,026 | -8.0% | 5.92% | -3.5% |
| Q4 2017 | $8,562,000 | – | 155,417 | – | 6.13% | – |
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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% |