SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,106 | -6.8% | 3,888 | +0.3% | 0.09% | -2.2% |
| Q2 2023 | $282,443 | +7.7% | 3,878 | +0.3% | 0.09% | -2.1% |
| Q1 2023 | $262,352 | +12.1% | 3,867 | +8.4% | 0.09% | +8.0% |
| Q4 2022 | $233,934 | +151.5% | 3,566 | +199.7% | 0.09% | +180.6% |
| Q3 2021 | $93,000 | 0.0% | 1,190 | 0.0% | 0.03% | -8.8% |
| Q2 2021 | $93,000 | +5.7% | 1,190 | +0.2% | 0.03% | +9.7% |
| Q1 2021 | $88,000 | +8.6% | 1,188 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $81,000 | +84.1% | 1,186 | +50.1% | 0.03% | +55.0% |
| Q3 2020 | $44,000 | +4.8% | 790 | 0.0% | 0.02% | +5.3% |
| Q2 2020 | $42,000 | +162.5% | 790 | +111.2% | 0.02% | +137.5% |
| Q1 2020 | $16,000 | +100.0% | 374 | +196.8% | 0.01% | +166.7% |
| Q4 2019 | $8,000 | – | 126 | – | 0.00% | – |
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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% |