SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,333,000 | -2.2% | 43,481 | +12.1% | 0.15% | -6.1% |
| Q2 2021 | $3,407,000 | -99.8% | 38,777 | +68.1% | 0.16% | +10.8% |
| Q1 2021 | $1,716,563,000 | +67084.5% | 23,063 | -38.5% | 0.15% | -70.2% |
| Q4 2020 | $2,555,000 | +67.7% | 37,481 | +29.4% | 0.50% | +3.8% |
| Q3 2020 | $1,524,000 | 0.0% | 28,970 | 0.0% | 0.48% | +8.9% |
| Q2 2020 | $1,524,000 | +76.8% | 28,970 | +41.0% | 0.44% | +218.1% |
| Q1 2020 | $862,000 | +158.1% | 20,546 | +269.5% | 0.14% | +97.1% |
| Q4 2019 | $334,000 | +244.3% | 5,560 | +224.2% | 0.07% | +268.4% |
| Q3 2019 | $97,000 | +3133.3% | 1,715 | +2908.8% | 0.02% | +1800.0% |
| Q1 2019 | $3,000 | – | 57 | – | 0.00% | – |
Download | ||||||
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% |