SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,200,886 | -5.3% | 32,519 | -0.6% | 1.31% | -3.0% |
Q2 2023 | $2,323,320 | +6.8% | 32,709 | +2.0% | 1.35% | +0.3% |
Q1 2023 | $2,174,864 | +1.1% | 32,054 | -2.3% | 1.34% | -8.5% |
Q4 2022 | $2,151,811 | +6.7% | 32,797 | -1.5% | 1.47% | +5.8% |
Q3 2022 | $2,016,000 | -1.9% | 33,305 | +1.6% | 1.39% | -5.2% |
Q2 2022 | $2,056,000 | -11.6% | 32,771 | +6.8% | 1.46% | -0.9% |
Q1 2022 | $2,327,000 | -0.6% | 30,672 | +5.4% | 1.48% | +2.8% |
Q4 2021 | $2,341,000 | +4.5% | 29,107 | -0.4% | 1.44% | -2.3% |
Q3 2021 | $2,241,000 | +2.9% | 29,227 | +5.0% | 1.47% | +9.8% |
Q2 2021 | $2,178,000 | +5.4% | 27,824 | +0.2% | 1.34% | +0.3% |
Q1 2021 | $2,067,000 | +13.0% | 27,774 | +3.5% | 1.34% | +6.8% |
Q4 2020 | $1,830,000 | +27.7% | 26,846 | +3.9% | 1.25% | +8.2% |
Q3 2020 | $1,433,000 | +1.2% | 25,831 | -4.0% | 1.16% | -1.4% |
Q2 2020 | $1,416,000 | -5.2% | 26,916 | +8.4% | 1.17% | -23.9% |
Q4 2019 | $1,494,000 | – | 24,836 | – | 1.54% | – |
Download |
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% |