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 | $1,539,059 | -4.3% | 23,119 | +5.3% | 1.10% | -2.4% |
| Q2 2023 | $1,609,044 | +16.0% | 21,946 | +4.9% | 1.13% | +6.7% |
| Q1 2023 | $1,386,836 | -8.6% | 20,918 | -1.6% | 1.06% | -9.5% |
| Q4 2022 | $1,517,722 | +43.3% | 21,260 | +21.5% | 1.17% | +26.3% |
| Q3 2022 | $1,059,000 | -5.0% | 17,492 | -0.0% | 0.92% | +1.5% |
| Q2 2022 | $1,115,000 | -7.3% | 17,499 | +3.1% | 0.91% | -3.7% |
| Q1 2022 | $1,203,000 | -8.7% | 16,972 | -1.8% | 0.95% | -4.8% |
| Q4 2021 | $1,318,000 | – | 17,280 | – | 0.99% | – |
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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% |