SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
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 | 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% |