SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,442,693 | -6.9% | 21,823 | +0.0% | 0.07% | -3.9% |
Q2 2023 | $1,549,430 | +8.4% | 21,814 | +1.0% | 0.08% | 0.0% |
Q1 2023 | $1,429,201 | +2.8% | 21,599 | +1.9% | 0.08% | -20.8% |
Q4 2022 | $1,390,571 | -14.3% | 21,195 | -13.9% | 0.10% | -22.0% |
Q3 2022 | $1,623,000 | +6.1% | 24,608 | +1.0% | 0.12% | 0.0% |
Q2 2022 | $1,529,000 | -6.8% | 24,369 | -1.3% | 0.12% | -4.7% |
Q1 2022 | $1,641,000 | +14.3% | 24,694 | +31.8% | 0.13% | -9.2% |
Q3 2021 | $1,436,000 | +6.1% | 18,736 | +8.4% | 0.14% | +2.2% |
Q2 2021 | $1,353,000 | +342.2% | 17,284 | +320.6% | 0.14% | +286.1% |
Q1 2021 | $306,000 | +13.8% | 4,109 | +4.1% | 0.04% | +5.9% |
Q4 2020 | $269,000 | +11.2% | 3,947 | -9.4% | 0.03% | -2.9% |
Q3 2020 | $242,000 | +5.7% | 4,355 | +0.2% | 0.04% | -5.4% |
Q2 2020 | $229,000 | +120.2% | 4,348 | +77.0% | 0.04% | +85.0% |
Q1 2020 | $104,000 | +13.0% | 2,457 | +61.4% | 0.02% | +42.9% |
Q4 2019 | $92,000 | +2.2% | 1,522 | -4.5% | 0.01% | -6.7% |
Q3 2019 | $90,000 | +11.1% | 1,594 | +11.9% | 0.02% | -6.2% |
Q2 2019 | $81,000 | +65.3% | 1,425 | +62.5% | 0.02% | +33.3% |
Q1 2019 | $49,000 | +19.5% | 877 | +2.2% | 0.01% | +20.0% |
Q4 2018 | $41,000 | -56.8% | 858 | -47.8% | 0.01% | -52.4% |
Q3 2018 | $95,000 | +5.6% | 1,645 | +0.1% | 0.02% | -8.7% |
Q2 2018 | $90,000 | +4.7% | 1,643 | +1.4% | 0.02% | -4.2% |
Q1 2018 | $86,000 | +50.9% | 1,621 | +50.5% | 0.02% | +50.0% |
Q4 2017 | $57,000 | +111.1% | 1,077 | +97.6% | 0.02% | +45.5% |
Q3 2017 | $27,000 | +170.0% | 545 | +172.5% | 0.01% | +120.0% |
Q2 2017 | $10,000 | – | 200 | – | 0.01% | – |
Download |
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% |