SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $3,289,000 | +6.6% | 59,291 | +1.1% | 1.11% | -6.3% |
Q2 2020 | $3,085,000 | +27.8% | 58,620 | +2.4% | 1.18% | +2.3% |
Q1 2020 | $2,414,000 | -34.2% | 57,255 | -6.1% | 1.16% | -14.7% |
Q4 2019 | $3,666,000 | +19.9% | 60,944 | +12.7% | 1.36% | +13.7% |
Q3 2019 | $3,058,000 | +7.1% | 54,082 | +8.1% | 1.19% | +6.3% |
Q2 2019 | $2,855,000 | +18.8% | 50,009 | +15.3% | 1.12% | +4.7% |
Q1 2019 | $2,403,000 | +170.3% | 43,376 | +133.8% | 1.07% | +123.3% |
Q4 2018 | $889,000 | +2302.7% | 18,551 | +2620.1% | 0.48% | +2426.3% |
Q2 2018 | $37,000 | +2.8% | 682 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $36,000 | -42.9% | 682 | -57.1% | 0.02% | -52.5% |
Q4 2015 | $63,000 | -30.0% | 1,590 | -37.5% | 0.04% | -37.5% |
Q3 2015 | $90,000 | -54.3% | 2,543 | -45.1% | 0.06% | -52.2% |
Q2 2015 | $197,000 | -1.5% | 4,634 | 0.0% | 0.13% | -21.2% |
Q1 2015 | $200,000 | -2.0% | 4,634 | -8.6% | 0.17% | -1.7% |
Q2 2014 | $204,000 | -16.0% | 5,068 | -19.5% | 0.17% | -13.9% |
Q1 2014 | $243,000 | +12.0% | 6,299 | +8.4% | 0.20% | +3.6% |
Q4 2013 | $217,000 | – | 5,810 | – | 0.19% | – |
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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% |