SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,536,186 | -3.4% | 140,901 | +1.3% | 1.07% | -0.8% |
| Q2 2023 | $9,874,949 | +5.3% | 139,025 | +0.5% | 1.08% | 0.0% |
| Q1 2023 | $9,381,873 | +126.7% | 138,274 | +119.2% | 1.08% | +97.6% |
| Q4 2022 | $4,138,524 | +15.6% | 63,077 | +6.7% | 0.54% | +5.2% |
| Q3 2022 | $3,579,000 | -2.3% | 59,135 | +1.2% | 0.52% | +2.8% |
| Q2 2022 | $3,664,000 | -18.4% | 58,408 | +4.8% | 0.50% | +3.1% |
| Q4 2021 | $4,489,000 | +10.1% | 55,742 | +4.8% | 0.49% | -12.7% |
| Q3 2021 | $4,077,000 | +22.9% | 53,181 | -8.2% | 0.56% | -37.3% |
| Q2 2019 | $3,316,000 | +239.4% | 57,903 | +242.7% | 0.89% | +163.6% |
| Q3 2018 | $977,000 | – | 16,896 | – | 0.34% | – |
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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% |