SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,876,492 | +6.5% | 37,085 | +10.3% | 0.10% | +39.4% |
| Q2 2023 | $1,761,543 | +83.5% | 33,636 | +69.5% | 0.07% | +65.1% |
| Q1 2023 | $960,048 | +8.3% | 19,848 | +1.1% | 0.04% | +4.9% |
| Q4 2022 | $886,724 | -13.0% | 19,640 | -18.3% | 0.04% | -10.9% |
| Q3 2022 | $1,019,000 | +5.7% | 24,053 | +11.5% | 0.05% | +24.3% |
| Q2 2022 | $964,000 | -22.5% | 21,575 | -6.6% | 0.04% | -26.0% |
| Q1 2022 | $1,244,000 | +8.1% | 23,097 | +128.4% | 0.05% | +2.0% |
| Q4 2021 | $1,151,000 | +5.8% | 10,112 | -3.3% | 0.05% | -10.9% |
| Q3 2021 | $1,088,000 | +43.0% | 10,457 | +42.9% | 0.06% | +44.7% |
| Q2 2021 | $761,000 | -99.3% | 7,316 | +499.7% | 0.04% | +533.3% |
| Q4 2020 | $110,959,000 | +17102.9% | 1,220 | +15150.0% | 0.01% | – |
| Q3 2020 | $645,000 | – | 8 | – | 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% |