SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $24,931 | +13.3% | 380 | +1.3% | 0.00% | – |
| Q3 2022 | $22,000 | +15.8% | 375 | +19.0% | 0.00% | – |
| Q2 2022 | $19,000 | -34.5% | 315 | -20.3% | 0.00% | – |
| Q1 2022 | $29,000 | -38.3% | 395 | -33.1% | 0.00% | – |
| Q4 2021 | $47,000 | +683.3% | 590 | +637.5% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | -58.3% | 80 | -55.6% | 0.00% | – |
| Q4 2020 | $12,000 | +33.3% | 180 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | -10.0% | 180 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | -88.6% | 180 | -88.5% | 0.00% | – |
| Q3 2019 | $88,000 | -1.1% | 1,564 | 0.0% | 0.00% | – |
| Q2 2019 | $89,000 | +3.5% | 1,564 | +0.1% | 0.00% | – |
| Q1 2019 | $86,000 | +975.0% | 1,563 | +768.3% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 180 | 0.0% | 0.00% | – |
| Q3 2017 | $9,000 | +12.5% | 180 | 0.0% | 0.00% | – |
| Q2 2017 | $8,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2017 | $8,000 | -20.0% | 180 | -21.4% | 0.00% | – |
| Q4 2016 | $10,000 | +11.1% | 229 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | +125.0% | 229 | +129.0% | 0.00% | – |
| Q2 2015 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2015 | $4,000 | – | 100 | – | 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% |