SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $40,000 | -16.7% | 638 | +0.3% | 0.03% | -6.9% |
| Q1 2022 | $48,000 | -5.9% | 636 | +0.2% | 0.03% | +3.6% |
| Q4 2021 | $51,000 | +112.5% | 635 | +103.5% | 0.03% | +100.0% |
| Q3 2021 | $24,000 | 0.0% | 312 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | -46.7% | 311 | -48.6% | 0.01% | -48.1% |
| Q1 2021 | $45,000 | +9.8% | 605 | +0.3% | 0.03% | +3.8% |
| Q4 2020 | $41,000 | +24.2% | 603 | +0.3% | 0.03% | +8.3% |
| Q3 2020 | $33,000 | +3.1% | 601 | +0.3% | 0.02% | -4.0% |
| Q2 2020 | $32,000 | -45.8% | 599 | -57.2% | 0.02% | -52.8% |
| Q1 2020 | $59,000 | – | 1,399 | – | 0.05% | – |
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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% |