SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,588,612 | -26.9% | 67,797 | -23.3% | 0.10% | -34.9% |
| Q2 2023 | $6,277,044 | +1.3% | 88,370 | -3.3% | 0.15% | -2.0% |
| Q1 2023 | $6,198,114 | +5.9% | 91,349 | +2.4% | 0.15% | -0.7% |
| Q4 2022 | $5,852,378 | +5.8% | 89,198 | -2.3% | 0.15% | +0.7% |
| Q3 2022 | $5,529,000 | -3.3% | 91,334 | +0.2% | 0.15% | +2.1% |
| Q2 2022 | $5,715,000 | -12.0% | 91,110 | +6.4% | 0.15% | +2.8% |
| Q1 2022 | $6,494,000 | -26.2% | 85,618 | -21.8% | 0.14% | -18.9% |
| Q4 2021 | $8,805,000 | – | 109,468 | – | 0.18% | – |
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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% |