SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 373 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $62,033 | +8.8% | 945 | +0.4% | 0.02% | +25.0% |
| Q3 2022 | $57,000 | -3.4% | 941 | +0.5% | 0.01% | -7.7% |
| Q2 2022 | $59,000 | -16.9% | 936 | +0.4% | 0.01% | +18.2% |
| Q1 2022 | $71,000 | -5.3% | 932 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +5.6% | 929 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | -1.4% | 926 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $72,000 | +2.9% | 923 | -2.2% | 0.01% | 0.0% |
| Q1 2021 | $70,000 | -93.5% | 944 | -95.7% | 0.01% | -96.1% |
| Q1 2020 | $1,083,000 | -65.7% | 22,011 | -57.2% | 0.28% | -68.1% |
| Q4 2019 | $3,154,000 | +4.4% | 51,421 | -3.3% | 0.88% | -16.0% |
| Q3 2019 | $3,020,000 | -3.7% | 53,164 | -3.7% | 1.05% | -20.3% |
| Q2 2019 | $3,137,000 | -4.5% | 55,178 | -3.4% | 1.32% | -5.3% |
| Q1 2019 | $3,286,000 | +51.7% | 57,094 | +45.9% | 1.40% | +24.7% |
| Q4 2018 | $2,166,000 | +19.3% | 39,142 | +12.9% | 1.12% | +10.1% |
| Q3 2018 | $1,816,000 | -9.0% | 34,673 | -4.6% | 1.02% | -12.6% |
| Q2 2018 | $1,995,000 | +8.0% | 36,345 | +4.0% | 1.16% | -3.6% |
| Q1 2018 | $1,848,000 | +27.6% | 34,950 | +28.6% | 1.21% | +29.4% |
| Q4 2017 | $1,448,000 | – | 27,185 | – | 0.93% | – |
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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% |