SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,000 | -6.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -15.8% | 248 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $19,000 | 0.0% | 248 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $19,000 | -38.7% | 248 | -40.5% | 0.01% | -44.4% |
| Q1 2021 | $31,000 | +10.7% | 417 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $28,000 | +21.7% | 417 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $23,000 | -25.8% | 417 | -29.4% | 0.01% | -36.4% |
| Q2 2020 | $31,000 | +24.0% | 591 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $25,000 | -32.4% | 591 | -3.3% | 0.01% | -23.1% |
| Q4 2019 | $37,000 | +5.7% | 611 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $35,000 | -14.6% | 611 | -13.6% | 0.01% | -23.5% |
| Q2 2019 | $41,000 | +5.1% | 707 | -0.4% | 0.02% | 0.0% |
| Q1 2019 | $39,000 | +14.7% | 710 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $34,000 | – | 710 | – | 0.02% | – |
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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% |