SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,420,005 | -10.9% | 50,532 | -6.5% | 1.93% | -16.4% |
| Q2 2023 | $3,838,674 | +5.9% | 54,043 | +1.2% | 2.31% | +8.9% |
| Q1 2023 | $3,623,258 | +102251.9% | 53,401 | -1.0% | 2.12% | -4.8% |
| Q4 2022 | $3,540 | -99.9% | 53,953 | -0.5% | 2.23% | -13.5% |
| Q3 2022 | $3,282,000 | -2.4% | 54,229 | +1.2% | 2.58% | +16.0% |
| Q2 2022 | $3,363,000 | -18.9% | 53,606 | -1.9% | 2.22% | -15.2% |
| Q1 2022 | $4,147,000 | -4.3% | 54,672 | +1.5% | 2.62% | +7.0% |
| Q4 2021 | $4,332,000 | +7.3% | 53,858 | +2.3% | 2.45% | -8.4% |
| Q3 2021 | $4,037,000 | -1.1% | 52,657 | +1.0% | 2.67% | -2.8% |
| Q2 2021 | $4,081,000 | +2.3% | 52,143 | -2.7% | 2.75% | -5.5% |
| Q1 2021 | $3,989,000 | +4.9% | 53,599 | -3.9% | 2.91% | -4.7% |
| Q4 2020 | $3,804,000 | -4.8% | 55,799 | -22.5% | 3.06% | -12.9% |
| Q3 2020 | $3,996,000 | +8.7% | 72,030 | +3.1% | 3.51% | -1.3% |
| Q2 2020 | $3,676,000 | +26.2% | 69,867 | +1.2% | 3.56% | +5.6% |
| Q1 2020 | $2,912,000 | -18.7% | 69,072 | +16.0% | 3.36% | -0.8% |
| Q4 2019 | $3,583,000 | – | 59,560 | – | 3.39% | – |
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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% |