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 2023 | $4,978,914 | +1.1% | 73,566 | +6.1% | 0.70% | +6.3% |
Q2 2023 | $4,922,658 | +11.0% | 69,304 | +6.0% | 0.66% | +2.0% |
Q1 2023 | $4,434,903 | +4.4% | 65,363 | +1.0% | 0.65% | -3.0% |
Q4 2022 | $4,246,000 | +10.1% | 64,714 | +1.6% | 0.67% | +5.5% |
Q3 2022 | $3,857,000 | +9.1% | 63,719 | +13.0% | 0.64% | +38.9% |
Q2 2022 | $3,536,000 | -17.7% | 56,371 | -0.5% | 0.46% | -27.3% |
Q1 2022 | $4,297,000 | -0.3% | 56,645 | +5.7% | 0.63% | +3.1% |
Q4 2021 | $4,312,000 | +6.3% | 53,614 | +1.3% | 0.61% | -2.2% |
Q3 2021 | $4,058,000 | +6.5% | 52,936 | +8.8% | 0.62% | +1.5% |
Q2 2021 | $3,809,000 | +11.5% | 48,661 | +6.1% | 0.62% | +1.2% |
Q1 2021 | $3,415,000 | +14.7% | 45,876 | +5.0% | 0.61% | -0.2% |
Q4 2020 | $2,978,000 | – | 43,682 | – | 0.61% | – |
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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% |