SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,204 | -16.0% | 32,560 | -15.8% | 0.92% | -22.6% |
| Q1 2023 | $2,623 | +28.7% | 38,652 | +24.4% | 1.18% | +38.9% |
| Q4 2022 | $2,038 | -99.9% | 31,064 | -1.9% | 0.85% | -5.4% |
| Q3 2022 | $1,917,000 | +1.4% | 31,678 | +5.1% | 0.90% | +7.4% |
| Q2 2022 | $1,891,000 | -17.5% | 30,148 | -0.2% | 0.84% | -11.5% |
| Q1 2022 | $2,291,000 | -19.5% | 30,204 | -14.6% | 0.95% | -7.1% |
| Q4 2021 | $2,845,000 | +27.4% | 35,367 | +21.4% | 1.02% | +7.8% |
| Q3 2021 | $2,233,000 | +5.5% | 29,122 | +7.7% | 0.95% | -15.8% |
| Q2 2021 | $2,116,000 | +2.8% | 27,033 | -2.2% | 1.12% | +15.1% |
| Q1 2021 | $2,058,000 | +4.3% | 27,654 | -4.5% | 0.98% | -4.7% |
| Q4 2020 | $1,974,000 | +14.6% | 28,950 | -6.8% | 1.02% | +5.3% |
| Q3 2020 | $1,722,000 | +5.4% | 31,047 | -0.0% | 0.97% | -0.6% |
| Q2 2020 | $1,634,000 | +29.1% | 31,051 | +3.4% | 0.98% | +10.4% |
| Q1 2020 | $1,266,000 | -25.3% | 30,029 | +6.6% | 0.89% | -21.5% |
| Q4 2019 | $1,695,000 | – | 28,176 | – | 1.13% | – |
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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% |