SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 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 | 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% |