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 | $292,302 | -7.5% | 4,319 | -3.0% | 0.22% | -3.9% |
| Q2 2023 | $316,157 | +5.5% | 4,451 | +0.8% | 0.23% | -0.9% |
| Q1 2023 | $299,674 | +6.3% | 4,417 | +2.8% | 0.24% | -6.0% |
| Q4 2022 | $281,798 | +112619.2% | 4,295 | +3.8% | 0.25% | +2.9% |
| Q3 2022 | $250 | -99.9% | 4,137 | +0.3% | 0.24% | +2.1% |
| Q2 2022 | $259,000 | -18.6% | 4,126 | -1.6% | 0.24% | -9.2% |
| Q1 2022 | $318,000 | -2.5% | 4,193 | +3.5% | 0.26% | +0.4% |
| Q4 2021 | $326,000 | +5.8% | 4,050 | +0.9% | 0.26% | -4.7% |
| Q3 2021 | $308,000 | -0.3% | 4,014 | +1.5% | 0.27% | +2.6% |
| Q2 2021 | $309,000 | +4.0% | 3,953 | -0.8% | 0.27% | +1953.8% |
| Q1 2021 | $297,000 | +7.2% | 3,986 | -1.8% | 0.01% | -95.3% |
| Q4 2020 | $277,000 | – | 4,061 | – | 0.28% | – |
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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% |