SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $363,000 | +24.7% | 6,893 | -0.0% | 0.14% | -10.4% |
| Q1 2020 | $291,000 | -55.6% | 6,896 | -36.7% | 0.15% | -42.3% |
| Q4 2019 | $655,000 | +5.3% | 10,891 | -1.0% | 0.27% | -31.4% |
| Q3 2019 | $622,000 | +0.6% | 11,002 | +1.9% | 0.39% | -2.0% |
| Q2 2019 | $618,000 | +1.1% | 10,794 | -2.2% | 0.40% | -14.6% |
| Q1 2019 | $611,000 | +38.2% | 11,032 | +19.7% | 0.46% | +8.9% |
| Q4 2018 | $442,000 | -14.3% | 9,218 | +3.4% | 0.43% | +11.5% |
| Q3 2018 | $516,000 | +32.6% | 8,913 | +25.7% | 0.38% | +14.3% |
| Q2 2018 | $389,000 | +13.1% | 7,093 | +9.2% | 0.34% | +1.8% |
| Q1 2018 | $344,000 | +0.9% | 6,496 | +1.4% | 0.33% | -7.6% |
| Q4 2017 | $341,000 | – | 6,407 | – | 0.36% | – |
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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% |