SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,402,590 | -11.4% | 35,499 | -7.0% | 0.60% | 0.0% |
| Q2 2023 | $2,711,438 | -19.5% | 38,173 | -23.1% | 0.60% | -43.1% |
| Q1 2023 | $3,366,781 | -26.4% | 49,621 | -28.8% | 1.06% | -29.7% |
| Q4 2022 | $4,573,802 | +15.1% | 69,712 | +6.1% | 1.50% | -0.3% |
| Q3 2022 | $3,975,000 | -4.1% | 65,674 | -0.6% | 1.51% | -1.8% |
| Q2 2022 | $4,144,000 | -16.6% | 66,073 | +0.8% | 1.53% | -7.9% |
| Q1 2022 | $4,970,000 | -1.7% | 65,523 | +4.2% | 1.67% | +0.5% |
| Q4 2021 | $5,056,000 | +7.7% | 62,870 | +2.7% | 1.66% | -7.7% |
| Q3 2021 | $4,695,000 | +2.0% | 61,246 | +4.2% | 1.80% | +0.4% |
| Q2 2021 | $4,601,000 | +24.6% | 58,795 | +18.9% | 1.79% | -5.0% |
| Q1 2021 | $3,694,000 | +19.1% | 49,463 | +8.8% | 1.88% | +3.0% |
| Q4 2020 | $3,101,000 | +22.4% | 45,481 | -0.2% | 1.83% | -2.0% |
| Q3 2020 | $2,534,000 | +3.4% | 45,588 | -2.1% | 1.87% | +4.0% |
| Q2 2020 | $2,451,000 | +5.6% | 46,583 | -15.4% | 1.79% | -18.5% |
| Q1 2020 | $2,320,000 | -23.7% | 55,049 | +10.3% | 2.20% | -18.7% |
| Q4 2019 | $3,040,000 | – | 49,927 | – | 2.71% | – |
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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% |