SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2023 | $3,335 | -77.1% | 69 | -78.6% | 0.00% | -100.0% |
| Q4 2022 | $14,584 | -36.6% | 323 | -41.2% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -36.1% | 549 | -32.6% | 0.00% | -50.0% |
| Q2 2022 | $36,000 | -32.1% | 814 | -16.6% | 0.00% | -33.3% |
| Q1 2022 | $53,000 | -8.6% | 976 | +90.6% | 0.00% | 0.0% |
| Q4 2021 | $58,000 | +1.8% | 512 | -6.7% | 0.00% | 0.0% |
| Q3 2021 | $57,000 | 0.0% | 549 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $57,000 | -3.4% | 549 | -11.0% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | – | 617 | – | 0.00% | – |
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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% |