SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $202,247 | -95.0% | 3,006 | -94.2% | 0.03% | -95.3% |
| Q4 2021 | $4,084,000 | +20.2% | 51,585 | +16.4% | 0.56% | +2.2% |
| Q3 2021 | $3,399,000 | +10.0% | 44,332 | +12.3% | 0.54% | +5.4% |
| Q2 2021 | $3,089,000 | +21.3% | 39,465 | +18.6% | 0.52% | +8.9% |
| Q1 2021 | $2,546,000 | +18.5% | 33,288 | +5.6% | 0.47% | -3.3% |
| Q4 2020 | $2,149,000 | +23.6% | 31,513 | +0.6% | 0.49% | +3.8% |
| Q3 2020 | $1,739,000 | -52.2% | 31,338 | -62.3% | 0.47% | -70.4% |
| Q1 2020 | $3,638,000 | -26.6% | 83,047 | +0.8% | 1.60% | -25.6% |
| Q4 2019 | $4,956,000 | -2.6% | 82,403 | -10.1% | 2.15% | -24.2% |
| Q3 2019 | $5,089,000 | +21.2% | 91,629 | +25.3% | 2.83% | -8.2% |
| Q2 2019 | $4,199,000 | +28.3% | 73,119 | +23.7% | 3.08% | +20.9% |
| Q1 2019 | $3,273,000 | – | 59,094 | – | 2.55% | – |
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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% |