SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276,144 | -6.5% | 18,856 | -1.8% | 0.05% | -2.0% |
| Q2 2023 | $1,364,398 | +5.0% | 19,209 | +0.3% | 0.05% | -2.0% |
| Q1 2023 | $1,299,520 | +369081.8% | 19,153 | +256.9% | 0.05% | +155.0% |
| Q4 2022 | $352 | -99.9% | 5,367 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $324,000 | -42.9% | 5,350 | -40.8% | 0.02% | -13.0% |
| Q2 2022 | $567,000 | -68.8% | 9,034 | -62.3% | 0.02% | -53.1% |
| Q1 2022 | $1,817,000 | -3.0% | 23,949 | +2.8% | 0.05% | +16.7% |
| Q4 2021 | $1,873,000 | +4.5% | 23,292 | -0.4% | 0.04% | -10.6% |
| Q3 2021 | $1,792,000 | -0.7% | 23,381 | +1.4% | 0.05% | -4.1% |
| Q2 2021 | $1,805,000 | -2.4% | 23,059 | -8.5% | 0.05% | 0.0% |
| Q1 2021 | $1,849,000 | – | 25,193 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |