SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $222,397 | -1.5% | 3,131 | -5.9% | 0.06% | -7.6% |
| Q1 2023 | $225,758 | -11.9% | 3,327 | -14.8% | 0.07% | -29.0% |
| Q4 2022 | $256,303 | -0.3% | 3,906 | -4.7% | 0.09% | -7.0% |
| Q2 2022 | $257,000 | -17.1% | 4,099 | +0.3% | 0.10% | -12.3% |
| Q1 2022 | $310,000 | +2.3% | 4,088 | +0.1% | 0.11% | 0.0% |
| Q4 2021 | $303,000 | -29.7% | 4,083 | -27.3% | 0.11% | -32.9% |
| Q3 2021 | $431,000 | -25.3% | 5,620 | -23.8% | 0.17% | -36.1% |
| Q2 2021 | $577,000 | -7.7% | 7,371 | -12.2% | 0.27% | -12.5% |
| Q1 2021 | $625,000 | – | 8,392 | – | 0.30% | – |
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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% |