SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,353 | -3.3% | 34,768 | +1.5% | 2.58% | +3.4% |
| Q2 2023 | $2,434 | +2.8% | 34,270 | -1.8% | 2.50% | -10.2% |
| Q1 2023 | $2,368 | -4.5% | 34,900 | -7.6% | 2.78% | -6.0% |
| Q4 2022 | $2,479 | -99.9% | 37,787 | -11.9% | 2.96% | +4.4% |
| Q3 2022 | $2,596,000 | -7.2% | 42,892 | -3.8% | 2.84% | -1.0% |
| Q2 2022 | $2,797,000 | -19.0% | 44,592 | -2.0% | 2.86% | +10.6% |
| Q1 2022 | $3,453,000 | -22.8% | 45,522 | -18.1% | 2.59% | -9.2% |
| Q4 2021 | $4,472,000 | – | 55,602 | – | 2.85% | – |
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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% |