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 | $1,052,936 | -14.0% | 20,809 | -11.0% | 0.01% | -7.7% |
| Q2 2023 | $1,224,974 | +127634.5% | 23,391 | +18.0% | 0.01% | +30.0% |
| Q1 2023 | $959 | +4.1% | 19,826 | -2.8% | 0.01% | 0.0% |
| Q4 2022 | $921 | -99.9% | 20,407 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $867,000 | -42.9% | 20,489 | -39.7% | 0.01% | -41.2% |
| Q2 2022 | $1,519,000 | -17.7% | 33,966 | -0.8% | 0.02% | -5.6% |
| Q1 2022 | $1,845,000 | -47.7% | 34,244 | +0.9% | 0.02% | +5.9% |
| Q3 2021 | $3,526,000 | +99.1% | 33,924 | +99.2% | 0.02% | 0.0% |
| Q2 2021 | $1,771,000 | +9.4% | 17,028 | +0.8% | 0.02% | +6.2% |
| Q1 2021 | $1,619,000 | +11.0% | 16,887 | +5.2% | 0.02% | 0.0% |
| Q4 2020 | $1,459,000 | +13.2% | 16,053 | +0.2% | 0.02% | -11.1% |
| Q3 2020 | $1,289,000 | +17.7% | 16,028 | +8.4% | 0.02% | 0.0% |
| Q2 2020 | $1,095,000 | -4.5% | 14,786 | -21.0% | 0.02% | -21.7% |
| Q1 2020 | $1,146,000 | -22.5% | 18,716 | -2.9% | 0.02% | 0.0% |
| Q4 2019 | $1,479,000 | +7.1% | 19,268 | -1.2% | 0.02% | +9.5% |
| Q3 2019 | $1,381,000 | -1.4% | 19,503 | -2.4% | 0.02% | 0.0% |
| Q2 2019 | $1,400,000 | +6.8% | 19,984 | +3.3% | 0.02% | +5.0% |
| Q1 2019 | $1,311,000 | -1.9% | 19,349 | -13.6% | 0.02% | -13.0% |
| Q4 2018 | $1,337,000 | -17.0% | 22,402 | -3.2% | 0.02% | -4.2% |
| Q3 2018 | $1,610,000 | +8.6% | 23,151 | +1.4% | 0.02% | +4.3% |
| Q2 2018 | $1,483,000 | – | 22,822 | – | 0.02% | – |
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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% |