SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $355,278 | +3.6% | 5,415 | -4.7% | 0.13% | -0.8% |
| Q3 2022 | $343,000 | -27.2% | 5,681 | -7.5% | 0.13% | -19.4% |
| Q3 2021 | $471,000 | -2.1% | 6,144 | -0.1% | 0.16% | -0.6% |
| Q2 2021 | $481,000 | +0.4% | 6,150 | -4.5% | 0.16% | -4.7% |
| Q1 2021 | $479,000 | +2.6% | 6,441 | -6.1% | 0.17% | -5.1% |
| Q4 2020 | $467,000 | +16.5% | 6,857 | -5.1% | 0.18% | +0.6% |
| Q3 2020 | $401,000 | -1.0% | 7,225 | -6.2% | 0.18% | -10.6% |
| Q2 2020 | $405,000 | – | 7,706 | – | 0.20% | – |
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% |