SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,296,000 | +8.4% | 16,118 | +3.3% | 0.19% | -3.5% |
| Q3 2021 | $1,196,000 | -4.0% | 15,603 | -1.9% | 0.20% | -6.2% |
| Q2 2021 | $1,246,000 | +11.6% | 15,913 | +6.2% | 0.21% | 0.0% |
| Q1 2021 | $1,116,000 | +11.8% | 14,989 | +2.4% | 0.21% | +3.4% |
| Q4 2020 | $998,000 | +36.5% | 14,633 | +11.1% | 0.20% | +17.9% |
| Q3 2020 | $731,000 | +5.5% | 13,172 | 0.0% | 0.17% | -3.9% |
| Q2 2020 | $693,000 | – | 13,172 | – | 0.18% | – |
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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% |