SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 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% |