SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $892,000 | 0.0% | 17,095 | 0.0% | 0.16% | +1.3% |
| Q2 2022 | $892,000 | -3.1% | 17,095 | 0.0% | 0.15% | +15.9% |
| Q1 2022 | $921,000 | -66.7% | 17,095 | -29.7% | 0.13% | -63.5% |
| Q4 2021 | $2,768,000 | +9.4% | 24,316 | 0.0% | 0.36% | +4.6% |
| Q3 2021 | $2,530,000 | +0.1% | 24,316 | 0.0% | 0.35% | -0.6% |
| Q2 2021 | $2,528,000 | +8.3% | 24,316 | 0.0% | 0.35% | +0.3% |
| Q1 2021 | $2,335,000 | +5.6% | 24,316 | 0.0% | 0.35% | +1.2% |
| Q4 2020 | $2,212,000 | +442.2% | 24,316 | +380.6% | 0.34% | +444.4% |
| Q3 2020 | $408,000 | +4.3% | 5,060 | -4.1% | 0.06% | +16.7% |
| Q2 2020 | $391,000 | +26.1% | 5,279 | +4.3% | 0.05% | +8.0% |
| Q1 2020 | $310,000 | +4328.6% | 5,060 | +3463.4% | 0.05% | +4900.0% |
| Q4 2014 | $7,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,000 | +16.7% | 142 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | +20.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $5,000 | – | 142 | – | 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% |