SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,082,747 | -3.4% | 41,161 | -0.0% | 0.09% | +1.2% |
| Q2 2023 | $2,155,654 | +4.2% | 41,162 | -3.8% | 0.09% | +2.4% |
| Q1 2023 | $2,068,833 | +5.9% | 42,771 | -1.1% | 0.08% | +7.7% |
| Q4 2022 | $1,953,550 | +11.1% | 43,268 | +4.3% | 0.08% | -1.3% |
| Q3 2022 | $1,758,000 | -5.1% | 41,503 | +0.0% | 0.08% | 0.0% |
| Q2 2022 | $1,853,000 | -17.4% | 41,500 | -0.4% | 0.08% | -11.2% |
| Q1 2022 | $2,243,000 | -5.3% | 41,650 | +100.1% | 0.09% | -8.2% |
| Q4 2021 | $2,369,000 | +34.4% | 20,810 | +22.8% | 0.10% | +19.8% |
| Q3 2021 | $1,762,000 | +0.1% | 16,942 | +0.0% | 0.08% | -2.4% |
| Q2 2021 | $1,761,000 | +8.0% | 16,934 | -0.3% | 0.08% | -1.2% |
| Q1 2021 | $1,631,000 | -4.0% | 16,982 | -9.1% | 0.08% | -3.4% |
| Q4 2020 | $1,699,000 | -1.6% | 18,685 | -12.7% | 0.09% | -4.4% |
| Q3 2020 | $1,726,000 | +8.1% | 21,403 | -0.7% | 0.09% | +1.1% |
| Q2 2020 | $1,597,000 | +4.2% | 21,554 | -13.9% | 0.09% | -15.9% |
| Q1 2020 | $1,533,000 | -17.6% | 25,036 | +3.3% | 0.11% | -1.8% |
| Q4 2019 | $1,861,000 | +5.8% | 24,227 | -2.3% | 0.11% | +0.9% |
| Q3 2019 | $1,759,000 | -0.2% | 24,805 | -0.0% | 0.11% | -5.3% |
| Q2 2019 | $1,762,000 | +0.1% | 24,806 | -4.7% | 0.11% | -6.6% |
| Q1 2019 | $1,760,000 | -72.3% | 26,025 | -75.5% | 0.12% | -74.5% |
| Q4 2018 | $6,354,000 | +8604.1% | 106,431 | +10084.8% | 0.48% | +7883.3% |
| Q3 2018 | $73,000 | +10.6% | 1,045 | +0.1% | 0.01% | 0.0% |
| Q1 2018 | $66,000 | – | 1,044 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |