SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,877 | +68.7% | 471 | +77.1% | 0.00% | +50.0% |
| Q2 2023 | $18,894 | +44.7% | 266 | +33.7% | 0.00% | 0.0% |
| Q4 2022 | $13,056 | +552.8% | 199 | +804.5% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | -100.0% | 22 | -60.7% | 0.00% | -100.0% |
| Q1 2021 | $4,168,000 | +208300.0% | 56 | +75.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | +100.0% | 32 | +52.4% | 0.00% | – |
| Q2 2020 | $1,000 | -95.5% | 21 | -94.2% | 0.00% | -100.0% |
| Q4 2019 | $22,000 | – | 362 | – | 0.00% | – |
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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% |