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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,434 | -20.8% | 2,878 | -30.1% | 0.05% | -24.2% |
| Q2 2022 | $258,000 | +10.3% | 4,118 | +33.4% | 0.06% | +19.2% |
| Q1 2022 | $234,000 | +3.1% | 3,086 | +4.1% | 0.05% | -3.7% |
| Q3 2021 | $227,000 | -0.4% | 2,965 | +1.7% | 0.05% | -3.6% |
| Q2 2021 | $228,000 | -71.2% | 2,916 | -72.5% | 0.06% | -72.3% |
| Q1 2021 | $791,000 | +5.9% | 10,621 | -3.0% | 0.20% | -4.3% |
| Q4 2020 | $747,000 | +17.3% | 10,955 | -4.5% | 0.21% | +1.0% |
| Q3 2020 | $637,000 | -36.5% | 11,475 | -39.8% | 0.21% | -41.0% |
| Q2 2020 | $1,003,000 | +3.6% | 19,056 | -17.0% | 0.35% | -15.5% |
| Q1 2020 | $968,000 | -17.5% | 22,958 | +17.6% | 0.42% | +9.4% |
| Q4 2019 | $1,174,000 | +14.0% | 19,519 | +7.1% | 0.38% | +4.9% |
| Q3 2019 | $1,030,000 | +3.6% | 18,220 | +4.7% | 0.36% | +0.6% |
| Q2 2019 | $994,000 | +20.6% | 17,406 | +17.0% | 0.36% | +17.9% |
| Q1 2019 | $824,000 | +20.3% | 14,873 | +4.1% | 0.31% | +7.7% |
| Q4 2018 | $685,000 | – | 14,291 | – | 0.29% | – |
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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% |