SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,298,412 | -4.3% | 93,062 | +0.4% | 3.20% | -6.6% |
| Q2 2023 | $6,581,148 | +7.4% | 92,653 | +2.6% | 3.42% | +3.0% |
| Q1 2023 | $6,126,291 | +7.0% | 90,292 | +3.5% | 3.32% | +1.3% |
| Q4 2022 | $5,723,481 | -4.3% | 87,262 | -11.7% | 3.28% | -6.0% |
| Q3 2022 | $5,981,000 | -3.3% | 98,809 | +0.5% | 3.49% | +1.1% |
| Q2 2022 | $6,182,000 | -14.7% | 98,349 | +3.5% | 3.45% | -0.7% |
| Q1 2022 | $7,250,000 | -3.5% | 95,061 | +1.8% | 3.48% | -1.3% |
| Q4 2021 | $7,515,000 | +9.2% | 93,405 | +4.3% | 3.53% | -1.0% |
| Q3 2021 | $6,884,000 | +3.0% | 89,548 | +5.0% | 3.56% | +1.0% |
| Q2 2021 | $6,682,000 | +7.6% | 85,277 | +2.3% | 3.53% | -2.0% |
| Q1 2021 | $6,212,000 | +8.8% | 83,398 | -0.5% | 3.60% | +0.3% |
| Q4 2020 | $5,712,000 | – | 83,783 | – | 3.59% | – |
Download | ||||||
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% |