SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $397,000 | -5.3% | 9,381 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $419,000 | -7.3% | 9,381 | +11.7% | 0.03% | -13.3% |
| Q1 2022 | $452,000 | -6.4% | 8,400 | +98.0% | 0.03% | -3.2% |
| Q4 2021 | $483,000 | +12.9% | 4,242 | +3.0% | 0.03% | +3.3% |
| Q3 2021 | $428,000 | +27.0% | 4,117 | +27.2% | 0.03% | +25.0% |
| Q2 2021 | $337,000 | +8.4% | 3,237 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $311,000 | +5.8% | 3,237 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $294,000 | +12.6% | 3,237 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $261,000 | +8.8% | 3,237 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $240,000 | -7.0% | 3,237 | -23.2% | 0.03% | -15.6% |
| Q1 2020 | $258,000 | -20.4% | 4,217 | 0.0% | 0.03% | -5.9% |
| Q4 2019 | $324,000 | +8.4% | 4,217 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $299,000 | – | 4,217 | – | 0.04% | – |
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% |