SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,658,709 | +95296.8% | 39,284 | +0.1% | 3.58% | -6.8% |
| Q2 2023 | $2,787 | +4.9% | 39,235 | +0.1% | 3.84% | +4.1% |
| Q1 2023 | $2,658 | -1.5% | 39,181 | -4.7% | 3.69% | -11.1% |
| Q4 2022 | $2,699 | -99.9% | 41,133 | -0.5% | 4.15% | -2.4% |
| Q3 2022 | $2,504,000 | -3.3% | 41,360 | +0.2% | 4.25% | +2.3% |
| Q2 2022 | $2,590,000 | -26.1% | 41,293 | -10.7% | 4.15% | -16.9% |
| Q1 2022 | $3,507,000 | -11.4% | 46,231 | -6.0% | 5.00% | -7.7% |
| Q4 2021 | $3,958,000 | – | 49,206 | – | 5.42% | – |
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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% |