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 | $63,011 | -27.7% | 931 | -24.2% | 0.01% | -26.7% |
| Q2 2023 | $87,209 | +5.0% | 1,228 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $83,064 | +4.1% | 1,224 | +0.7% | 0.02% | 0.0% |
| Q4 2022 | $79,799 | +45.1% | 1,216 | +33.3% | 0.02% | +50.0% |
| Q3 2022 | $55,000 | -3.5% | 912 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | -40.6% | 908 | -28.3% | 0.01% | -75.6% |
| Q1 2022 | $96,000 | -7.7% | 1,267 | -2.2% | 0.04% | -8.9% |
| Q4 2021 | $104,000 | – | 1,295 | – | 0.04% | – |
Download | ||||||
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% |