SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,125 | -7.5% | 13,462 | -1.4% | 0.99% | -3.2% |
| Q2 2023 | $984,934 | -2.9% | 13,659 | -10.8% | 1.02% | -11.6% |
| Q1 2023 | $1,014,203 | -5.7% | 15,320 | -6.6% | 1.16% | -10.2% |
| Q4 2022 | $1,075,818 | -16.8% | 16,397 | -23.2% | 1.29% | -23.2% |
| Q3 2022 | $1,292,353 | -28.1% | 21,351 | -25.5% | 1.68% | -25.9% |
| Q2 2022 | $1,797,609 | -26.4% | 28,656 | -11.0% | 2.27% | -3.9% |
| Q1 2022 | $2,443,604 | -7.0% | 32,212 | -1.4% | 2.36% | -4.3% |
| Q4 2021 | $2,628,861 | – | 32,685 | – | 2.46% | – |
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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% |