SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,440,107 | -6.2% | 107,512 | -2.9% | 1.03% | -4.6% |
| Q2 2023 | $5,797,202 | +1.4% | 110,697 | -6.3% | 1.08% | -7.2% |
| Q1 2023 | $5,716,705 | +5.5% | 118,187 | -1.5% | 1.16% | -2.3% |
| Q4 2022 | $5,418,858 | +4.8% | 120,019 | -1.8% | 1.19% | -1.0% |
| Q3 2022 | $5,173,000 | -8.0% | 122,159 | -3.0% | 1.20% | -2.1% |
| Q2 2022 | $5,625,000 | -21.5% | 125,962 | -5.4% | 1.23% | -8.7% |
| Q1 2022 | $7,168,000 | -8.6% | 133,108 | +93.1% | 1.34% | -5.8% |
| Q4 2021 | $7,845,000 | +4.3% | 68,925 | -4.7% | 1.42% | -2.3% |
| Q3 2021 | $7,522,000 | -4.6% | 72,308 | -4.7% | 1.46% | -3.6% |
| Q2 2021 | $7,885,000 | +7.5% | 75,836 | -0.7% | 1.51% | -0.4% |
| Q1 2021 | $7,337,000 | +2.9% | 76,406 | -2.6% | 1.52% | -4.4% |
| Q4 2020 | $7,132,000 | -2.5% | 78,419 | -13.6% | 1.59% | -14.2% |
| Q3 2020 | $7,317,000 | +5.4% | 90,746 | -3.1% | 1.85% | -3.7% |
| Q2 2020 | $6,942,000 | +16.1% | 93,679 | -4.0% | 1.92% | -1.3% |
| Q1 2020 | $5,979,000 | -28.3% | 97,609 | -10.1% | 1.95% | -9.1% |
| Q4 2019 | $8,340,000 | -1.3% | 108,577 | -8.9% | 2.14% | -3.6% |
| Q3 2019 | $8,450,000 | -2.1% | 119,128 | -3.2% | 2.22% | -4.1% |
| Q2 2019 | $8,634,000 | -9.0% | 123,008 | -12.3% | 2.32% | -12.8% |
| Q1 2019 | $9,485,000 | +12.2% | 140,295 | -0.9% | 2.66% | -3.1% |
| Q4 2018 | $8,456,000 | -11.6% | 141,634 | +3.0% | 2.75% | -1.0% |
| Q3 2018 | $9,564,000 | +4.5% | 137,494 | -2.3% | 2.77% | +1.9% |
| Q2 2018 | $9,150,000 | +3.5% | 140,798 | +0.4% | 2.72% | -2.1% |
| Q1 2018 | $8,843,000 | +4.7% | 140,192 | +5.8% | 2.78% | +4.5% |
| Q4 2017 | $8,450,000 | +26.6% | 132,489 | +19.2% | 2.66% | +20.7% |
| Q3 2017 | $6,675,000 | +148.6% | 111,183 | +139.2% | 2.20% | +143.4% |
| Q2 2017 | $2,685,000 | +1383.4% | 46,476 | +1347.4% | 0.90% | +1271.2% |
| Q1 2017 | $181,000 | +3520.0% | 3,211 | +3111.0% | 0.07% | +3200.0% |
| Q2 2014 | $5,000 | – | 100 | – | 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% |