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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $25,142 | -99.6% | 383 | -99.6% | 0.01% | -99.8% |
| Q4 2019 | $6,512,000 | +17.7% | 108,266 | +10.6% | 3.63% | -3.1% |
| Q3 2019 | $5,534,000 | -26.8% | 97,886 | -25.7% | 3.74% | -29.1% |
| Q2 2019 | $7,561,000 | +10.9% | 131,667 | +8.3% | 5.28% | +3.2% |
| Q1 2019 | $6,817,000 | +11261.7% | 121,567 | +11522.1% | 5.12% | +12702.5% |
| Q3 2018 | $60,000 | +5.3% | 1,046 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $57,000 | +3.6% | 1,046 | 0.0% | 0.04% | -4.7% |
| Q1 2018 | $55,000 | 0.0% | 1,046 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $55,000 | +5.8% | 1,046 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $52,000 | +4.0% | 1,046 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $50,000 | +2.0% | 1,046 | 0.0% | 0.04% | -2.3% |
| Q1 2017 | $49,000 | -33.8% | 1,046 | -36.5% | 0.04% | -36.2% |
| Q4 2016 | $74,000 | +4.2% | 1,646 | 0.0% | 0.07% | +3.0% |
| Q3 2016 | $71,000 | +2.9% | 1,646 | 0.0% | 0.07% | +3.1% |
| Q2 2016 | $69,000 | -9.2% | 1,646 | -12.3% | 0.06% | -11.0% |
| Q1 2016 | $76,000 | -98.0% | 1,877 | -97.8% | 0.07% | -97.9% |
| Q4 2015 | $3,763,000 | – | 86,484 | – | 3.51% | – |
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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% |