SYM FINANCIAL Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.

Quarter-by-quarter ownership
SYM FINANCIAL Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,167,813
+58290.6%
17,255
+61525.0%
0.21%
+20600.0%
Q3 2022$2,000
-33.3%
28
-20.0%
0.00%0.0%
Q1 2022$3,0000.0%350.0%0.00%0.0%
Q4 2021$3,000350.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 771,194$60,361,00023.86%
Filbrandt Wealth Management, LLC 283,420$22,183,00012.57%
MONEYWISE, INC. 235,231$18,412,00012.57%
Newton One Investments LLC 189,112$14,802,00011.75%
Legacy Wealth Management, Inc 1,182,071$92,521,00011.60%
Northeast Financial Group, Inc. 200,327$15,679,62810.24%
Harbor Group, Inc. 196,498$15,380,00010.12%
Opal Wealth Advisors, LLC 135,321$10,592,0009.86%
BLUE SQUARE ASSET MANAGEMENT, LLC 195,499$15,302,0009.40%
Northern Capital Management, Inc. 140,704$11,013,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders