SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,199 | -14.6% | 328 | -10.4% | 0.01% | -7.7% |
Q2 2023 | $25,997 | +2.4% | 366 | -2.1% | 0.01% | -7.1% |
Q1 2023 | $25,376 | +3.4% | 374 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $24,538 | +6.7% | 374 | 0.0% | 0.01% | -6.7% |
Q3 2022 | $23,000 | 0.0% | 374 | 0.0% | 0.02% | +15.4% |
Q2 2022 | $23,000 | -23.3% | 374 | 0.0% | 0.01% | -13.3% |
Q4 2021 | $30,000 | +3.4% | 374 | 0.0% | 0.02% | -6.2% |
Q3 2021 | $29,000 | -37.0% | 374 | -37.0% | 0.02% | -36.0% |
Q2 2021 | $46,000 | -2.1% | 594 | -5.4% | 0.02% | -7.4% |
Q1 2021 | $47,000 | +14.6% | 628 | +2.3% | 0.03% | -3.6% |
Q4 2020 | $41,000 | +41.4% | 614 | +9.3% | 0.03% | -6.7% |
Q2 2020 | $29,000 | -62.8% | 562 | -69.7% | 0.03% | -69.7% |
Q1 2020 | $78,000 | – | 1,856 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 778,384 | $53,070,000 | 27.75% |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 450,833 | $30,738,000 | 14.36% |
Filbrandt Wealth Management, LLC | 287,557 | $19,606,000 | 12.53% |
MONEYWISE, INC. | 256,110 | $17,462,000 | 12.49% |
Newton One Investments LLC | 183,859 | $12,535,000 | 12.32% |
Harbor Group, Inc. | 213,596 | $15,232,000 | 11.38% |
Opal Wealth Advisors, LLC | 131,577 | $8,971,000 | 11.25% |
Lighthouse Financial Advisors, Inc. | 482,760 | $32,914,000 | 11.16% |
Northern Capital Management, Inc. | 168,007 | $11,455,000 | 11.15% |
Northeast Financial Group, Inc. | 205,514 | $14,011,915 | 10.67% |