SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,086,651 | -5.8% | 61,001 | -2.5% | 0.06% | -4.5% |
| Q2 2023 | $3,275,848 | +21.3% | 62,552 | +12.0% | 0.07% | +15.5% |
| Q1 2023 | $2,701,271 | +17.0% | 55,846 | +9.2% | 0.06% | +9.4% |
| Q4 2022 | $2,309,603 | +0.1% | 51,154 | -6.1% | 0.05% | +15.2% |
| Q3 2022 | $2,307,000 | -4.5% | 54,475 | +0.7% | 0.05% | -2.1% |
| Q2 2022 | $2,416,000 | +1.2% | 54,094 | +22.0% | 0.05% | +11.9% |
| Q1 2022 | $2,388,000 | -3.3% | 44,339 | +104.4% | 0.04% | -2.3% |
| Q4 2021 | $2,469,000 | +2.5% | 21,689 | -6.3% | 0.04% | -2.3% |
| Q3 2021 | $2,409,000 | +6.8% | 23,158 | +6.8% | 0.04% | +7.3% |
| Q2 2021 | $2,255,000 | +15.6% | 21,691 | +6.8% | 0.04% | +7.9% |
| Q1 2021 | $1,950,000 | +12.8% | 20,308 | +6.9% | 0.04% | +8.6% |
| Q4 2020 | $1,728,000 | +36.6% | 18,996 | +21.0% | 0.04% | +20.7% |
| Q3 2020 | $1,265,000 | – | 15,693 | – | 0.03% | – |
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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% |