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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,206,272 | -3.4% | 47,374 | +1.4% | 0.03% | -3.0% |
Q2 2023 | $3,319,374 | +4.8% | 46,732 | +0.1% | 0.03% | -2.9% |
Q1 2023 | $3,167,240 | +0.7% | 46,680 | -2.6% | 0.03% | +21.4% |
Q4 2022 | $3,143,900 | -99.9% | 47,918 | -46.9% | 0.03% | -3.4% |
Q3 2022 | $2,735,733,000 | +99345.0% | 90,288 | +105.9% | 0.03% | +3.6% |
Q2 2022 | $2,751,000 | -16.3% | 43,852 | +1.2% | 0.03% | -17.6% |
Q1 2022 | $3,287,000 | +1.3% | 43,330 | +7.4% | 0.03% | +3.0% |
Q4 2021 | $3,244,000 | -92.1% | 40,329 | -92.4% | 0.03% | -91.9% |
Q3 2021 | $40,853,000 | +1190.0% | 532,906 | +1216.9% | 0.41% | +1033.3% |
Q2 2021 | $3,167,000 | -2.4% | 40,468 | -7.2% | 0.04% | -12.2% |
Q1 2021 | $3,246,000 | -91.3% | 43,611 | -92.1% | 0.04% | -90.5% |
Q4 2020 | $37,353,000 | -98.5% | 549,151 | +1040.1% | 0.43% | +802.1% |
Q3 2020 | $2,553,000,000 | – | 48,169 | – | 0.05% | – |
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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% |