SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,199,425 | -4.6% | 17,722 | +0.1% | 1.26% | +1.9% |
| Q2 2023 | $1,257,728 | +4.5% | 17,707 | -0.2% | 1.24% | -0.4% |
| Q1 2023 | $1,203,998 | +2.9% | 17,745 | -0.5% | 1.25% | -1.2% |
| Q4 2022 | $1,170,481 | +14.0% | 17,840 | +5.4% | 1.26% | -68.7% |
| Q3 2022 | $1,027,000 | -7.4% | 16,920 | -4.3% | 4.04% | +224.1% |
| Q2 2022 | $1,109,000 | -16.2% | 17,687 | +1.5% | 1.24% | +3.3% |
| Q1 2022 | $1,324,000 | -8.0% | 17,428 | -2.5% | 1.20% | -0.8% |
| Q4 2021 | $1,439,000 | – | 17,871 | – | 1.22% | – |
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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% |