SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 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 | 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% |