SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 799 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $276,732 | +4.3% | 5,287 | -3.6% | 0.03% | -20.0% |
| Q1 2023 | $265,390 | -14.4% | 5,484 | -20.9% | 0.04% | -51.8% |
| Q2 2022 | $310,000 | -9.6% | 6,935 | +9.0% | 0.08% | +50.9% |
| Q1 2022 | $343,000 | -4.2% | 6,364 | +84.9% | 0.06% | -16.7% |
| Q3 2021 | $358,000 | +3.5% | 3,442 | +3.4% | 0.07% | -5.7% |
| Q2 2021 | $346,000 | +22.3% | 3,330 | +12.9% | 0.07% | -12.5% |
| Q1 2021 | $283,000 | +20.4% | 2,949 | +14.3% | 0.08% | +5.3% |
| Q4 2020 | $235,000 | – | 2,581 | – | 0.08% | – |
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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% |