SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $877,149 | +4.8% | 12,349 | +0.1% | 0.17% | +0.6% |
| Q1 2023 | $837,337 | -4.9% | 12,341 | -8.1% | 0.17% | -9.5% |
| Q4 2022 | $880,814 | +9.0% | 13,425 | +0.5% | 0.19% | 0.0% |
| Q3 2022 | $808,000 | -8.2% | 13,354 | -4.8% | 0.19% | +5.6% |
| Q2 2022 | $880,000 | -27.1% | 14,023 | -11.8% | 0.18% | -11.4% |
| Q1 2022 | $1,207,000 | -28.7% | 15,905 | -24.5% | 0.20% | -25.5% |
| Q4 2021 | $1,694,000 | +9.7% | 21,063 | -7.0% | 0.27% | -16.6% |
| Q4 2020 | $1,544,000 | – | 22,653 | – | 0.32% | – |
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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% |