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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $21,779,000 | -1.8% | 284,103 | +0.2% | 12.50% | -0.6% |
| Q2 2021 | $22,183,000 | +5.2% | 283,420 | +0.0% | 12.57% | -1.3% |
| Q1 2021 | $21,088,000 | +7.6% | 283,322 | -1.5% | 12.74% | +1.7% |
| Q4 2020 | $19,606,000 | +24.9% | 287,557 | +1.6% | 12.53% | +2.0% |
| Q3 2020 | $15,700,000 | +5.0% | 282,981 | -0.4% | 12.29% | +3.1% |
| Q2 2020 | $14,957,000 | +36.9% | 284,239 | +9.7% | 11.92% | -0.9% |
| Q1 2020 | $10,925,000 | -21.7% | 259,137 | +11.7% | 12.03% | -2.5% |
| Q4 2019 | $13,953,000 | – | 231,982 | – | 12.34% | – |
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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% |