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 | $39,583,806 | -3.0% | 782,289 | +0.4% | 4.36% | +1.4% |
| Q2 2023 | $40,824,067 | +4.6% | 779,532 | -3.4% | 4.31% | -2.9% |
| Q1 2023 | $39,036,430 | -0.5% | 807,038 | -7.1% | 4.43% | -7.4% |
| Q4 2022 | $39,229,278 | +22.1% | 868,866 | +14.5% | 4.79% | +16.2% |
| Q3 2022 | $32,124,000 | -5.3% | 758,525 | -0.1% | 4.12% | +2.8% |
| Q2 2022 | $33,922,000 | -3.3% | 759,553 | +0.4% | 4.01% | -2.9% |
| Q1 2022 | $35,085,000 | -18.4% | 756,470 | +100.1% | 4.13% | +1.5% |
| Q4 2021 | $43,020,000 | +9.6% | 377,966 | +0.1% | 4.07% | -2.6% |
| Q3 2021 | $39,269,000 | -46.6% | 377,481 | -50.0% | 4.18% | -17.7% |
| Q2 2021 | $73,552,000 | +103.0% | 754,687 | +100.0% | 5.08% | +18.9% |
| Q1 2021 | $36,236,000 | +5.6% | 377,342 | +0.0% | 4.27% | -12.3% |
| Q4 2020 | $34,313,000 | +31.4% | 377,276 | +16.5% | 4.87% | +0.9% |
| Q3 2020 | $26,120,000 | +27.1% | 323,954 | +16.8% | 4.82% | +6.4% |
| Q2 2020 | $20,558,000 | +25.2% | 277,439 | +3.5% | 4.53% | -21.9% |
| Q1 2020 | $16,417,000 | -19.9% | 268,029 | +0.4% | 5.80% | +31.1% |
| Q4 2019 | $20,506,000 | +8.4% | 266,976 | +0.1% | 4.42% | -2.1% |
| Q3 2019 | $18,911,000 | +2.5% | 266,618 | +1.5% | 4.52% | +5.2% |
| Q2 2019 | $18,444,000 | +2984.3% | 262,771 | +2868.8% | 4.30% | +3130.1% |
| Q1 2019 | $598,000 | – | 8,851 | – | 0.13% | – |
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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% |