SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542,614 | +10.4% | 10,724 | +14.2% | 0.01% | +25.0% |
| Q2 2023 | $491,604 | +11.8% | 9,387 | +3.2% | 0.01% | 0.0% |
| Q1 2023 | $439,761 | +6.4% | 9,092 | -0.7% | 0.01% | 0.0% |
| Q4 2022 | $413,352 | -11.9% | 9,155 | -17.3% | 0.01% | -20.0% |
| Q3 2022 | $469,000 | +12.7% | 11,074 | +18.9% | 0.01% | +11.1% |
| Q2 2022 | $416,000 | -17.1% | 9,317 | +0.0% | 0.01% | -10.0% |
| Q1 2022 | $502,000 | +3.5% | 9,315 | +118.8% | 0.01% | +11.1% |
| Q4 2021 | $485,000 | +16.0% | 4,257 | +6.0% | 0.01% | -10.0% |
| Q3 2021 | $418,000 | 0.0% | 4,017 | +0.0% | 0.01% | -9.1% |
| Q2 2021 | $418,000 | +15.2% | 4,016 | +0.7% | 0.01% | -8.3% |
| Q4 2020 | $363,000 | – | 3,990 | – | 0.01% | – |
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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% |