SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,598,714 | +0.9% | 23,622 | +5.9% | 0.80% | +6.6% |
| Q2 2023 | $1,583,774 | -2.7% | 22,297 | -7.0% | 0.75% | -11.3% |
| Q1 2023 | $1,627,166 | +19.4% | 23,982 | +15.5% | 0.85% | +16.5% |
| Q4 2022 | $1,362,224 | +72.7% | 20,762 | +59.2% | 0.73% | +55.2% |
| Q3 2022 | $789,000 | +11.6% | 13,043 | +15.8% | 0.47% | +14.4% |
| Q2 2022 | $707,000 | – | 11,266 | – | 0.41% | – |
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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% |