SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68 | +3.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $66 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -75.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 8 | -42.9% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 14 | -6.7% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -50.0% | 15 | -55.9% | 0.00% | -50.0% |
| Q4 2020 | $2,000 | 0.0% | 34 | -15.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -99.9% | 40 | -99.9% | 0.00% | -99.9% |
| Q2 2020 | $1,909,000 | +17.8% | 36,286 | -5.6% | 2.10% | +6.2% |
| Q1 2020 | $1,621,000 | -28.6% | 38,447 | +1.8% | 1.98% | -2.2% |
| Q4 2019 | $2,271,000 | – | 37,756 | – | 2.02% | – |
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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% |