SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,745,479 | -10.6% | 70,116 | -6.2% | 1.03% | -8.9% |
| Q2 2023 | $5,307,177 | -2.5% | 74,717 | -6.9% | 1.13% | -3.7% |
| Q1 2023 | $5,444,228 | +1.7% | 80,239 | -1.6% | 1.18% | -4.7% |
| Q4 2022 | $5,351,699 | +8.5% | 81,568 | +0.1% | 1.23% | -2.0% |
| Q3 2022 | $4,934,000 | -2.4% | 81,508 | +1.2% | 1.26% | +7.3% |
| Q2 2022 | $5,054,000 | -11.2% | 80,563 | +7.3% | 1.17% | -4.8% |
| Q1 2022 | $5,694,000 | -4.2% | 75,062 | +1.5% | 1.23% | -0.3% |
| Q4 2021 | $5,945,000 | +9.5% | 73,917 | +4.4% | 1.24% | -0.2% |
| Q3 2021 | $5,429,000 | +3.2% | 70,823 | +5.4% | 1.24% | -2.5% |
| Q2 2021 | $5,260,000 | +9.7% | 67,208 | +4.3% | 1.27% | -1.9% |
| Q1 2021 | $4,797,000 | +16.2% | 64,447 | +6.5% | 1.29% | +8.9% |
| Q4 2020 | $4,127,000 | – | 60,531 | – | 1.19% | – |
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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% |