SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 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 | 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% |