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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,170 | -16.2% | 2,727 | -15.8% | 0.00% | – |
| Q2 2023 | $230,378 | -6.1% | 3,239 | -13.1% | 0.00% | – |
| Q4 2022 | $245,408 | +15.2% | 3,728 | +16.5% | 0.00% | – |
| Q3 2022 | $213,000 | -5.3% | 3,200 | -7.1% | 0.00% | – |
| Q2 2022 | $225,000 | -24.0% | 3,445 | -9.5% | 0.00% | – |
| Q1 2022 | $296,000 | +16.1% | 3,808 | +21.9% | 0.00% | – |
| Q4 2021 | $255,000 | -58.2% | 3,125 | -60.0% | 0.00% | – |
| Q3 2021 | $610,000 | +200.5% | 7,809 | +202.3% | 0.00% | – |
| Q2 2021 | $203,000 | +30.1% | 2,583 | +25.8% | 0.00% | – |
| Q1 2021 | $156,000 | -10.9% | 2,053 | -16.7% | 0.00% | – |
| Q4 2020 | $175,000 | +35.7% | 2,464 | +9.0% | 0.00% | – |
| Q3 2020 | $129,000 | +1.6% | 2,261 | -6.8% | 0.00% | – |
| Q2 2020 | $127,000 | +8.5% | 2,426 | -17.5% | 0.00% | – |
| Q1 2020 | $117,000 | -40.6% | 2,939 | -10.3% | 0.00% | – |
| Q4 2019 | $197,000 | +49.2% | 3,275 | +40.7% | 0.00% | – |
| Q3 2019 | $132,000 | +51.7% | 2,327 | +52.6% | 0.00% | – |
| Q2 2019 | $87,000 | -42.8% | 1,525 | -44.4% | 0.00% | – |
| Q1 2019 | $152,000 | +181.5% | 2,745 | +148.0% | 0.00% | – |
| Q4 2018 | $54,000 | -63.3% | 1,107 | -56.6% | 0.00% | – |
| Q3 2018 | $147,000 | +3.5% | 2,549 | -1.7% | 0.00% | – |
| Q2 2018 | $142,000 | +22.4% | 2,593 | +17.9% | 0.00% | – |
| Q1 2018 | $116,000 | -22.7% | 2,200 | -22.0% | 0.00% | – |
| Q4 2017 | $150,000 | +2042.9% | 2,821 | +1493.8% | 0.00% | – |
| Q2 2016 | $7,000 | -36.4% | 177 | -35.6% | 0.00% | – |
| Q1 2016 | $11,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q4 2015 | $11,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q3 2015 | $11,000 | -8.3% | 275 | 0.0% | 0.00% | – |
| Q2 2015 | $12,000 | -67.6% | 275 | -68.2% | 0.00% | – |
| Q1 2015 | $37,000 | +236.4% | 864 | +214.2% | 0.00% | – |
| Q4 2014 | $11,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q3 2014 | $11,000 | -70.3% | 275 | -69.8% | 0.00% | – |
| Q2 2014 | $37,000 | -17.8% | 910 | -21.7% | 0.00% | – |
| Q1 2014 | $45,000 | – | 1,162 | – | 0.00% | – |
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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% |