SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $55,744 | +3.0% | 800 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $54,144 | -4.7% | 800 | 0.0% | 0.06% | +3.8% |
| Q2 2023 | $56,824 | +1.5% | 800 | 0.0% | 0.05% | -15.9% |
| Q1 2023 | $55,976 | +99857.1% | 800 | 0.0% | 0.06% | +6.8% |
| Q4 2022 | $56 | -99.9% | 800 | 0.0% | 0.06% | +3.5% |
| Q3 2022 | $48,000 | -4.0% | 800 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $50,000 | -18.0% | 800 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $61,000 | -4.7% | 800 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $64,000 | +4.9% | 800 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $61,000 | -3.2% | 800 | 0.0% | 0.07% | -7.0% |
| Q2 2021 | $63,000 | +5.0% | 800 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $60,000 | – | 800 | – | 0.07% | – |
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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% |