SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,984 | -4.7% | 1,300 | 0.0% | 0.03% | +3.7% |
| Q2 2023 | $92,339 | -81.6% | 1,300 | -82.5% | 0.03% | -82.7% |
| Q1 2023 | $502,789 | +443.4% | 7,410 | +425.5% | 0.16% | +437.9% |
| Q4 2022 | $92,530 | -85.7% | 1,410 | -86.8% | 0.03% | -87.4% |
| Q3 2022 | $647,205 | -33.8% | 10,692 | -31.4% | 0.23% | -30.9% |
| Q2 2022 | $977,647 | +840.7% | 15,585 | +1037.6% | 0.33% | +940.6% |
| Q1 2022 | $103,928 | -5.7% | 1,370 | 0.0% | 0.03% | -5.9% |
| Q4 2021 | $110,189 | +7.8% | 1,370 | +2.8% | 0.03% | -5.6% |
| Q3 2021 | $102,188 | -2.1% | 1,333 | 0.0% | 0.04% | -5.3% |
| Q2 2021 | $104,334 | +7.8% | 1,333 | +2.5% | 0.04% | -2.6% |
| Q1 2021 | $96,759 | +9.2% | 1,300 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $88,634 | +22.9% | 1,300 | 0.0% | 0.04% | +5.4% |
| Q3 2020 | $72,124 | +5.4% | 1,300 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $68,406 | -98.2% | 1,300 | -98.6% | 0.04% | -98.5% |
| Q1 2020 | $3,861,224 | +12738.7% | 91,585 | +18217.0% | 2.45% | +15218.8% |
| Q4 2019 | $30,075 | -94.9% | 500 | -95.2% | 0.02% | -95.5% |
| Q3 2019 | $593,670 | +1979.8% | 10,500 | +2000.0% | 0.36% | +1872.2% |
| Q2 2019 | $28,545 | +3.1% | 500 | 0.0% | 0.02% | -5.3% |
| Q1 2019 | $27,695 | -97.7% | 500 | -98.0% | 0.02% | -97.9% |
| Q4 2018 | $1,198,202 | – | 24,999 | – | 0.92% | – |
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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% |