SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $663,000 | -11.0% | 8,742 | -5.6% | 0.50% | -7.3% |
| Q4 2021 | $745,000 | -4.7% | 9,258 | -9.2% | 0.54% | -12.4% |
| Q3 2021 | $782,000 | -5.8% | 10,194 | -3.9% | 0.61% | +7.8% |
| Q2 2021 | $830,000 | +3.2% | 10,606 | -1.8% | 0.57% | -9.0% |
| Q1 2021 | $804,000 | +4.1% | 10,802 | -4.6% | 0.62% | -13.5% |
| Q4 2020 | $772,000 | +10.4% | 11,324 | -10.1% | 0.72% | -9.9% |
| Q3 2020 | $699,000 | +4.2% | 12,595 | -1.2% | 0.80% | -16.9% |
| Q2 2020 | $671,000 | -21.6% | 12,748 | -10.4% | 0.96% | +25.1% |
| Q4 2019 | $856,000 | – | 14,229 | – | 0.77% | – |
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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% |