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 | $274,297 | -7.0% | 4,053 | -2.4% | 0.10% | -5.5% |
| Q2 2023 | $294,850 | +4.7% | 4,151 | +0.0% | 0.11% | -4.3% |
| Q1 2023 | $281,517 | -0.9% | 4,149 | -4.1% | 0.12% | -7.3% |
| Q4 2022 | $283,992 | +13.1% | 4,328 | +4.4% | 0.12% | +4.2% |
| Q3 2022 | $251,000 | -3.5% | 4,145 | -0.0% | 0.12% | +2.6% |
| Q2 2022 | $260,000 | -47.9% | 4,147 | -37.0% | 0.12% | -41.4% |
| Q1 2022 | $499,000 | -14.3% | 6,583 | -9.0% | 0.20% | -16.1% |
| Q4 2021 | $582,000 | – | 7,233 | – | 0.24% | – |
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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% |