SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $246,261 | -32.9% | 3,467 | -40.7% | 0.01% | -54.5% |
| Q2 2022 | $367,000 | -17.3% | 5,850 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $444,000 | -5.7% | 5,850 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $471,000 | +5.1% | 5,850 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $448,000 | -2.2% | 5,850 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $458,000 | +5.3% | 5,850 | 0.0% | 0.01% | -27.8% |
| Q1 2021 | $435,000 | +33.8% | 5,850 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $325,000 | +5.5% | 5,850 | 0.0% | 0.02% | -15.0% |
| Q2 2020 | $308,000 | +24.7% | 5,850 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $247,000 | -30.2% | 5,850 | -0.5% | 0.02% | -35.5% |
| Q4 2019 | $354,000 | – | 5,880 | – | 0.03% | – |
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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% |