SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,956 | +8.0% | 78,177 | +11.7% | 0.07% | +12.3% |
| Q2 2023 | $3,664 | +10.7% | 69,974 | +2.2% | 0.06% | +3.2% |
| Q1 2023 | $3,310 | +9.3% | 68,437 | +2.0% | 0.06% | +5.0% |
| Q4 2022 | $3,029 | -99.9% | 67,095 | +0.8% | 0.06% | +5.3% |
| Q3 2022 | $2,819,000 | +1.6% | 66,568 | +7.1% | 0.06% | -9.5% |
| Q2 2022 | $2,774,000 | -13.3% | 62,131 | +4.5% | 0.06% | 0.0% |
| Q1 2022 | $3,201,000 | -4.3% | 59,434 | +102.1% | 0.06% | 0.0% |
| Q4 2021 | $3,346,000 | +10.5% | 29,406 | +1.0% | 0.06% | 0.0% |
| Q3 2021 | $3,029,000 | +3.1% | 29,115 | +3.1% | 0.06% | -10.0% |
| Q2 2021 | $2,937,000 | +19.6% | 28,243 | +10.4% | 0.07% | +11.1% |
| Q1 2021 | $2,455,000 | +479.0% | 25,574 | +447.6% | 0.06% | +384.6% |
| Q4 2020 | $424,000 | +27.7% | 4,670 | +13.5% | 0.01% | +8.3% |
| Q3 2020 | $332,000 | +8.9% | 4,115 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $305,000 | +31.5% | 4,115 | +8.6% | 0.01% | +9.1% |
| Q1 2020 | $232,000 | – | 3,790 | – | 0.01% | – |
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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% |