SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,769 | -4.7% | 1,548 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $109,954 | +4.7% | 1,548 | 0.0% | 0.04% | -5.3% |
| Q1 2023 | $105,032 | +12.1% | 1,548 | 0.0% | 0.04% | -13.6% |
| Q4 2022 | $93,700 | -0.3% | 1,548 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $94,000 | -5.1% | 1,548 | 0.0% | 0.04% | -18.5% |
| Q2 2022 | $99,000 | +482.4% | 1,548 | +610.1% | 0.05% | +575.0% |
| Q1 2022 | $17,000 | -5.6% | 218 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $18,000 | +5.9% | 218 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $17,000 | 0.0% | 218 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $17,000 | +6.2% | 218 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $16,000 | +6.7% | 218 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $15,000 | +66.7% | 218 | 0.0% | 0.01% | +22.2% |
| Q1 2020 | $9,000 | – | 218 | – | 0.01% | – |
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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% |