SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,352,975 | -7.8% | 26,739 | -4.6% | 0.01% | 0.0% |
| Q2 2023 | $1,467,450 | -1.4% | 28,021 | -8.9% | 0.01% | 0.0% |
| Q1 2023 | $1,487,765 | +23.3% | 30,758 | +15.1% | 0.01% | +16.7% |
| Q4 2022 | $1,206,558 | +5.8% | 26,723 | -0.7% | 0.01% | +20.0% |
| Q3 2022 | $1,140,000 | -1.6% | 26,914 | +3.8% | 0.01% | 0.0% |
| Q2 2022 | $1,158,000 | -15.1% | 25,933 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $1,364,000 | -7.8% | 25,331 | +94.8% | 0.01% | -16.7% |
| Q4 2021 | $1,480,000 | +11.4% | 13,002 | +1.9% | 0.01% | 0.0% |
| Q3 2021 | $1,328,000 | +3.6% | 12,765 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $1,282,000 | +11.6% | 12,326 | +3.0% | 0.01% | 0.0% |
| Q1 2021 | $1,149,000 | +11.6% | 11,966 | +5.7% | 0.01% | 0.0% |
| Q4 2020 | $1,030,000 | +9.9% | 11,325 | -2.5% | 0.01% | 0.0% |
| Q3 2020 | $937,000 | +12.4% | 11,617 | +3.2% | 0.01% | 0.0% |
| Q2 2020 | $834,000 | +4.8% | 11,261 | -13.3% | 0.01% | 0.0% |
| Q1 2020 | $796,000 | -17.2% | 12,989 | +3.8% | 0.01% | +20.0% |
| Q4 2019 | $961,000 | +7.5% | 12,510 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $894,000 | -3.8% | 12,604 | -4.8% | 0.01% | 0.0% |
| Q2 2019 | $929,000 | +7.0% | 13,238 | +3.1% | 0.01% | 0.0% |
| Q1 2019 | $868,000 | +8.6% | 12,838 | -4.1% | 0.01% | 0.0% |
| Q4 2018 | $799,000 | -10.3% | 13,386 | +4.4% | 0.01% | 0.0% |
| Q3 2018 | $891,000 | +6.5% | 12,816 | -0.5% | 0.01% | 0.0% |
| Q2 2018 | $837,000 | +6.8% | 12,883 | +3.7% | 0.01% | 0.0% |
| Q1 2018 | $784,000 | +0.5% | 12,428 | +1.7% | 0.01% | +25.0% |
| Q4 2017 | $780,000 | +9.4% | 12,224 | +2.9% | 0.00% | -33.3% |
| Q3 2017 | $713,000 | +6.4% | 11,879 | +2.4% | 0.01% | +20.0% |
| Q2 2017 | $670,000 | – | 11,603 | – | 0.01% | – |
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% |