SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,994,250 | -2.7% | 103,344 | +2.1% | 0.73% | +0.3% |
| Q2 2023 | $7,191,831 | +29.9% | 101,251 | -78.4% | 0.73% | +136.9% |
| Q1 2023 | $5,535,170 | -14.5% | 468,089 | +374.5% | 0.31% | +6.9% |
| Q4 2022 | $6,471,907 | +5.0% | 98,642 | -3.1% | 0.29% | -20.6% |
| Q3 2022 | $6,164,000 | -3.9% | 101,842 | +1.1% | 0.36% | -36.1% |
| Q2 2022 | $6,412,000 | -13.6% | 100,757 | +3.0% | 0.57% | +36.4% |
| Q1 2022 | $7,418,000 | +2.1% | 97,791 | +8.2% | 0.42% | -32.0% |
| Q4 2021 | $7,267,000 | +22.4% | 90,354 | +13.3% | 0.62% | +29.5% |
| Q1 2021 | $5,936,000 | +8.3% | 79,749 | -0.8% | 0.48% | -6.1% |
| Q4 2020 | $5,479,000 | – | 80,366 | – | 0.51% | – |
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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% |