SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $401,000 | -22.9% | 6,391 | -6.8% | 0.16% | -12.8% |
| Q1 2022 | $520,000 | -5.6% | 6,857 | +0.1% | 0.18% | -8.6% |
| Q4 2021 | $551,000 | -13.0% | 6,853 | -15.9% | 0.20% | -23.0% |
| Q3 2021 | $633,000 | -20.8% | 8,146 | -20.2% | 0.26% | -23.6% |
| Q2 2021 | $799,000 | +5.3% | 10,208 | +0.0% | 0.34% | -6.4% |
| Q1 2021 | $759,000 | +9.2% | 10,203 | +0.0% | 0.36% | -3.0% |
| Q4 2020 | $695,000 | +22.8% | 10,201 | +0.0% | 0.37% | +7.9% |
| Q3 2020 | $566,000 | -7.8% | 10,198 | -12.5% | 0.34% | -15.3% |
| Q2 2020 | $614,000 | +25.1% | 11,659 | +0.0% | 0.40% | -0.2% |
| Q1 2020 | $491,000 | -30.0% | 11,655 | +0.1% | 0.40% | -10.0% |
| Q4 2019 | $701,000 | – | 11,646 | – | 0.45% | – |
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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% |