SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $870,365 | +120.8% | 12,860 | +131.7% | 0.30% | +122.2% |
| Q2 2023 | $394,217 | +3238.0% | 5,550 | +2983.3% | 0.14% | +3275.0% |
| Q4 2022 | $11,810 | -2.4% | 180 | -10.0% | 0.00% | -20.0% |
| Q3 2022 | $12,106 | -3.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,546 | -17.3% | 200 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $15,172 | -5.7% | 200 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $16,086 | -61.3% | 200 | -63.1% | 0.01% | -63.2% |
| Q3 2021 | $41,550 | – | 542 | – | 0.02% | – |
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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% |