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 | $1,346,431 | -5.6% | 19,894 | -0.9% | 1.67% | -13.2% |
| Q2 2023 | $1,426,189 | +3.0% | 20,079 | -1.6% | 1.92% | -3.2% |
| Q1 2023 | $1,384,418 | +1.2% | 20,404 | -2.1% | 1.98% | -6.0% |
| Q4 2022 | $1,367,750 | -10.8% | 20,847 | -6.0% | 2.11% | -7.9% |
| Q2 2022 | $1,534,000 | -8.9% | 22,172 | -0.0% | 2.29% | +0.9% |
| Q1 2022 | $1,683,000 | -5.6% | 22,182 | +0.1% | 2.27% | -1.1% |
| Q4 2021 | $1,783,000 | +3.9% | 22,166 | -1.0% | 2.30% | -3.8% |
| Q3 2021 | $1,716,000 | -1.8% | 22,388 | +0.2% | 2.39% | -3.4% |
| Q2 2021 | $1,748,000 | +6.6% | 22,337 | +1.4% | 2.47% | -3.7% |
| Q1 2021 | $1,640,000 | – | 22,039 | – | 2.57% | – |
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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% |