SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,271 | -10.7% | 8,256 | -6.4% | 0.01% | -14.3% |
| Q2 2023 | $626,238 | +18.1% | 8,817 | +12.9% | 0.01% | +16.7% |
| Q1 2023 | $530,105 | -1.4% | 7,812 | -4.7% | 0.01% | 0.0% |
| Q4 2022 | $537,733 | +7.8% | 8,196 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $499,000 | -3.1% | 8,232 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $515,000 | -30.9% | 8,187 | -16.9% | 0.01% | -25.0% |
| Q1 2022 | $745,000 | -6.3% | 9,852 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $795,000 | +7.1% | 9,879 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $742,000 | -2.4% | 9,658 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $760,000 | +16.9% | 9,731 | +2.1% | 0.01% | +14.3% |
| Q4 2020 | $650,000 | +23.1% | 9,530 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $528,000 | +1220.0% | 9,539 | +908.4% | 0.01% | +600.0% |
| Q1 2020 | $40,000 | +900.0% | 946 | +1232.4% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | -77.8% | 71 | -81.1% | 0.00% | – |
| Q2 2017 | $18,000 | – | 375 | – | 0.00% | – |
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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% |