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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,818,000 | -18.0% | 37,153 | -13.1% | 1.60% | -31.6% |
| Q4 2021 | $3,437,000 | -9.4% | 42,730 | -13.6% | 2.34% | -14.9% |
| Q3 2021 | $3,792,000 | -29.5% | 49,467 | -28.0% | 2.74% | -27.7% |
| Q2 2021 | $5,379,000 | -9.4% | 68,728 | -13.8% | 3.80% | -16.1% |
| Q1 2021 | $5,935,000 | +7.0% | 79,746 | -2.0% | 4.52% | -1.7% |
| Q4 2020 | $5,549,000 | +26.4% | 81,382 | +2.8% | 4.60% | +8.9% |
| Q3 2020 | $4,390,000 | +6.2% | 79,132 | +0.7% | 4.23% | +0.6% |
| Q2 2020 | $4,133,000 | +6.8% | 78,548 | -0.1% | 4.20% | -7.2% |
| Q1 2020 | $3,869,000 | -16.7% | 78,613 | +1.9% | 4.53% | -4.7% |
| Q4 2019 | $4,642,000 | – | 77,181 | – | 4.75% | – |
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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% |