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 | $257,388 | -7.0% | 3,803 | -0.1% | 0.22% | -8.0% |
| Q2 2023 | $276,624 | +7.6% | 3,805 | +0.4% | 0.24% | -6.3% |
| Q1 2023 | $257,073 | -2.7% | 3,789 | +0.4% | 0.25% | -3.1% |
| Q4 2022 | $264,160 | +16.4% | 3,775 | +0.5% | 0.26% | +13.5% |
| Q3 2022 | $227,000 | -3.4% | 3,756 | +0.5% | 0.23% | -0.9% |
| Q2 2022 | $235,000 | -16.7% | 3,739 | +0.5% | 0.23% | +5.0% |
| Q1 2022 | $282,000 | -5.4% | 3,722 | +0.3% | 0.22% | -0.9% |
| Q4 2021 | $298,000 | +5.3% | 3,710 | +0.4% | 0.22% | -2.2% |
| Q3 2021 | $283,000 | -13.5% | 3,697 | -15.8% | 0.23% | -26.9% |
| Q1 2021 | $327,000 | +4.5% | 4,391 | -4.2% | 0.31% | -10.3% |
| Q4 2020 | $313,000 | – | 4,584 | – | 0.35% | – |
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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% |