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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $641,742 | -4.7% | 9,482 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $673,506 | +4.7% | 9,482 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $643,354 | +103333.1% | 9,482 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $622 | -99.9% | 9,482 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $574,000 | -3.5% | 9,482 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $595,000 | -17.2% | 9,482 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $719,000 | -75.2% | 9,482 | -73.7% | 0.02% | -74.1% |
Q4 2021 | $2,898,000 | -1.4% | 36,033 | -6.0% | 0.08% | -29.2% |
Q3 2021 | $2,939,000 | -2.1% | 38,342 | 0.0% | 0.12% | -3.2% |
Q2 2021 | $3,001,000 | +5.2% | 38,342 | 0.0% | 0.12% | +0.8% |
Q1 2021 | $2,854,000 | +2.8% | 38,342 | -5.8% | 0.12% | -3.1% |
Q4 2020 | $2,775,000 | +22.9% | 40,703 | 0.0% | 0.13% | +9.5% |
Q3 2020 | $2,258,000 | +5.4% | 40,703 | 0.0% | 0.12% | +2.7% |
Q2 2020 | $2,142,000 | +24.8% | 40,703 | 0.0% | 0.11% | +8.7% |
Q1 2020 | $1,716,000 | -34.2% | 40,703 | -6.2% | 0.10% | -16.8% |
Q4 2019 | $2,609,000 | +6.0% | 43,371 | -0.4% | 0.12% | -1.6% |
Q3 2019 | $2,462,000 | -10.6% | 43,541 | -9.8% | 0.13% | -13.6% |
Q2 2019 | $2,755,000 | -4.0% | 48,249 | -6.9% | 0.15% | -4.5% |
Q1 2019 | $2,870,000 | +15.6% | 51,808 | 0.0% | 0.15% | +3.4% |
Q4 2018 | $2,483,000 | -16.6% | 51,808 | +0.6% | 0.15% | -4.5% |
Q3 2018 | $2,979,000 | – | 51,505 | – | 0.16% | – |
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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% |