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 | $1,563,820 | +5.8% | 23,095 | +10.9% | 0.00% | – |
| Q2 2023 | $1,478,627 | +211.7% | 20,817 | +197.8% | 0.00% | – |
| Q1 2023 | $474,303 | +224688.2% | 6,991 | +118.1% | 0.00% | – |
| Q4 2022 | $211 | -98.8% | 3,206 | +983.1% | 0.00% | – |
| Q3 2022 | $18,000 | -10.0% | 296 | +12.5% | 0.00% | – |
| Q1 2022 | $20,000 | -97.9% | 263 | -97.9% | 0.00% | – |
| Q3 2021 | $941,000 | +5435.3% | 12,270 | +2944.7% | 0.00% | – |
| Q1 2020 | $17,000 | -29.2% | 403 | 0.0% | 0.00% | – |
| Q4 2019 | $24,000 | +4.3% | 403 | 0.0% | 0.00% | – |
| Q3 2019 | $23,000 | 0.0% | 403 | 0.0% | 0.00% | – |
| Q2 2019 | $23,000 | -91.6% | 403 | -91.9% | 0.00% | – |
| Q2 2018 | $275,000 | +461.2% | 5,000 | +439.4% | 0.00% | – |
| Q4 2017 | $49,000 | – | 927 | – | 0.00% | – |
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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% |