SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,866 | -6.4% | 3,928 | -1.7% | 0.18% | -3.2% |
| Q2 2023 | $283,927 | -0.3% | 3,997 | -4.7% | 0.19% | -1.6% |
| Q1 2023 | $284,711 | -3.5% | 4,196 | -6.7% | 0.19% | +22.6% |
| Q4 2022 | $294,935 | +26.6% | 4,495 | +16.8% | 0.16% | -0.6% |
| Q3 2022 | $233,000 | -3.3% | 3,849 | +0.0% | 0.16% | +1.3% |
| Q2 2022 | $241,000 | -0.4% | 3,848 | +20.7% | 0.15% | +2.7% |
| Q1 2022 | $242,000 | +8.0% | 3,187 | +14.4% | 0.15% | -16.2% |
| Q4 2021 | $224,000 | – | 2,786 | – | 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% |