SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,024 | -4.7% | 4,359 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $309,627 | +4.7% | 4,359 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $295,765 | -15.9% | 4,359 | -18.6% | 0.07% | -19.6% |
| Q4 2022 | $351,544 | +4.6% | 5,358 | -3.6% | 0.09% | -2.1% |
| Q3 2022 | $336,000 | -3.7% | 5,558 | -0.0% | 0.09% | -1.1% |
| Q2 2022 | $349,000 | -20.3% | 5,559 | -3.8% | 0.10% | -12.0% |
| Q1 2022 | $438,000 | -7.4% | 5,779 | -1.8% | 0.11% | -4.4% |
| Q4 2021 | $473,000 | +3.1% | 5,884 | -1.7% | 0.11% | -3.4% |
| Q3 2021 | $459,000 | +3.1% | 5,984 | +5.3% | 0.12% | -0.8% |
| Q2 2021 | $445,000 | 0.0% | 5,684 | -5.0% | 0.12% | -3.3% |
| Q1 2021 | $445,000 | +5.2% | 5,984 | -3.4% | 0.12% | +5.2% |
| Q4 2020 | $423,000 | +23.0% | 6,197 | 0.0% | 0.12% | +11.5% |
| Q3 2020 | $344,000 | -68.8% | 6,197 | -70.4% | 0.10% | -73.3% |
| Q2 2020 | $1,102,000 | +28.0% | 20,956 | +2.5% | 0.39% | +7.2% |
| Q1 2020 | $861,000 | -34.5% | 20,435 | -6.5% | 0.36% | -49.6% |
| Q4 2019 | $1,315,000 | +6.0% | 21,856 | -0.4% | 0.72% | -0.8% |
| Q3 2019 | $1,241,000 | +5.7% | 21,950 | +6.8% | 0.73% | +2.3% |
| Q2 2019 | $1,174,000 | -27.7% | 20,557 | -29.9% | 0.71% | -28.8% |
| Q1 2019 | $1,623,000 | +3.6% | 29,314 | -10.3% | 1.00% | -13.5% |
| Q4 2018 | $1,566,000 | – | 32,680 | – | 1.15% | – |
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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% |