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 2023 | $5,084,375 | -4.3% | 75,124 | +0.5% | 1.24% | -2.8% |
| Q2 2023 | $5,311,287 | +5.6% | 74,775 | +0.9% | 1.27% | +0.3% |
| Q1 2023 | $5,027,855 | +1.7% | 74,103 | -1.7% | 1.27% | -4.4% |
| Q4 2022 | $4,945,516 | -14.4% | 75,377 | -21.0% | 1.32% | -26.4% |
| Q3 2022 | $5,778,000 | -6.1% | 95,458 | -2.7% | 1.80% | -14.2% |
| Q2 2022 | $6,152,000 | -28.9% | 98,067 | -14.0% | 2.10% | -24.1% |
| Q1 2022 | $8,653,000 | -8.6% | 114,062 | -3.1% | 2.76% | -15.0% |
| Q4 2021 | $9,467,000 | – | 117,703 | – | 3.25% | – |
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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% |