SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,445,511 | -4.8% | 21,358 | -0.1% | 1.98% | -2.3% |
| Q2 2023 | $1,518,824 | -5.1% | 21,383 | -9.4% | 2.03% | -5.1% |
| Q1 2023 | $1,600,959 | +6.4% | 23,596 | +2.9% | 2.14% | -0.3% |
| Q4 2022 | $1,505,180 | +11.2% | 22,941 | +2.7% | 2.15% | +0.5% |
| Q3 2022 | $1,353,000 | +18.1% | 22,347 | +22.3% | 2.14% | +19.1% |
| Q2 2022 | $1,146,000 | +16.9% | 18,271 | +41.5% | 1.79% | +38.2% |
| Q1 2022 | $980,000 | +7.2% | 12,912 | +13.6% | 1.30% | +10.4% |
| Q4 2021 | $914,000 | – | 11,366 | – | 1.18% | – |
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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% |