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 | $365,927 | -21.9% | 5,469 | -15.0% | 0.25% | -6.5% |
Q2 2023 | $468,343 | +5.5% | 6,431 | +0.2% | 0.26% | -3.3% |
Q1 2023 | $443,908 | -3.2% | 6,421 | -2.2% | 0.27% | -2.5% |
Q4 2022 | $458,511 | +5.9% | 6,566 | -2.2% | 0.28% | +8.6% |
Q3 2022 | $433,000 | -6.5% | 6,713 | -0.1% | 0.26% | -21.2% |
Q2 2022 | $463,000 | -11.5% | 6,717 | -4.2% | 0.33% | +20.3% |
Q1 2022 | $523,000 | 0.0% | 7,013 | 0.0% | 0.27% | 0.0% |
Q4 2021 | $523,000 | -9.5% | 7,013 | -3.0% | 0.27% | -1.5% |
Q3 2021 | $578,000 | +1.0% | 7,231 | +0.2% | 0.28% | -15.9% |
Q2 2021 | $572,000 | +4.0% | 7,215 | -0.6% | 0.33% | -12.6% |
Q1 2021 | $550,000 | +10.2% | 7,255 | -1.4% | 0.37% | +17.6% |
Q4 2020 | $499,000 | +15.8% | 7,358 | -2.2% | 0.32% | -12.2% |
Q3 2020 | $431,000 | +3.4% | 7,523 | -0.3% | 0.36% | -16.2% |
Q2 2020 | $417,000 | +4.8% | 7,543 | -9.3% | 0.43% | -32.9% |
Q1 2020 | $398,000 | – | 8,314 | – | 0.64% | – |
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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% |