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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $330,000 | +1.5% | 4,350 | +7.7% | 0.00% | – |
| Q4 2021 | $325,000 | +34.3% | 4,038 | +28.0% | 0.00% | – |
| Q3 2021 | $242,000 | -6.9% | 3,154 | -5.0% | 0.00% | – |
| Q2 2021 | $260,000 | -25.9% | 3,320 | -29.6% | 0.00% | – |
| Q1 2021 | $351,000 | -3.6% | 4,714 | -11.7% | 0.00% | – |
| Q4 2020 | $364,000 | +21.7% | 5,341 | -0.8% | 0.00% | – |
| Q3 2020 | $299,000 | -0.7% | 5,384 | -5.9% | 0.00% | – |
| Q2 2020 | $301,000 | -15.0% | 5,720 | -31.8% | 0.00% | – |
| Q1 2020 | $354,000 | -24.0% | 8,393 | +8.3% | 0.00% | – |
| Q4 2019 | $466,000 | +70.7% | 7,747 | +64.3% | 0.00% | – |
| Q3 2018 | $273,000 | +5.4% | 4,714 | 0.0% | 0.00% | – |
| Q2 2018 | $259,000 | +4.0% | 4,714 | 0.0% | 0.00% | – |
| Q1 2018 | $249,000 | +18.6% | 4,714 | +19.8% | 0.00% | – |
| Q4 2017 | $210,000 | – | 3,936 | – | 0.00% | – |
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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% |