SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326 | +31.5% | 6,446 | +36.4% | 0.00% | 0.0% |
| Q2 2023 | $248 | +15.3% | 4,727 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $215 | +7.0% | 4,446 | 0.0% | 0.00% | – |
| Q4 2022 | $201 | -99.9% | 4,446 | 0.0% | 0.00% | – |
| Q3 2022 | $188,000 | -5.5% | 4,446 | 0.0% | 0.00% | – |
| Q2 2022 | $199,000 | -26.8% | 4,446 | -11.8% | 0.00% | -100.0% |
| Q1 2022 | $272,000 | -33.2% | 5,042 | +40.9% | 0.00% | 0.0% |
| Q4 2021 | $407,000 | +188.7% | 3,579 | +163.9% | 0.00% | – |
| Q3 2021 | $141,000 | 0.0% | 1,356 | 0.0% | 0.00% | – |
| Q2 2021 | $141,000 | +8.5% | 1,356 | 0.0% | 0.00% | – |
| Q1 2021 | $130,000 | +5.7% | 1,356 | 0.0% | 0.00% | – |
| Q4 2020 | $123,000 | -18.0% | 1,356 | -26.9% | 0.00% | – |
| Q3 2020 | $150,000 | +50.0% | 1,856 | +36.9% | 0.00% | – |
| Q2 2020 | $100,000 | +20.5% | 1,356 | +0.2% | 0.00% | – |
| Q1 2020 | $83,000 | +730.0% | 1,353 | +560.0% | 0.00% | – |
| Q1 2016 | $10,000 | – | 205 | – | 0.00% | – |
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% |