SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,904 | -3.2% | 5,551 | +0.2% | 0.09% | +5.6% |
| Q2 2023 | $290,125 | +8.5% | 5,540 | +0.2% | 0.09% | -1.1% |
| Q1 2023 | $267,423 | +3.6% | 5,529 | -3.3% | 0.09% | -10.0% |
| Q4 2022 | $258,127 | +6.7% | 5,717 | +0.2% | 0.10% | -2.9% |
| Q3 2022 | $242,000 | +11.5% | 5,704 | +41.4% | 0.10% | +77.6% |
| Q1 2022 | $217,000 | -47.5% | 4,033 | +11.3% | 0.06% | -44.8% |
| Q4 2021 | $413,000 | +9.8% | 3,625 | +0.2% | 0.10% | +1.0% |
| Q3 2021 | $376,000 | +0.3% | 3,619 | +0.3% | 0.10% | +23.8% |
| Q2 2021 | $375,000 | +8.1% | 3,608 | 0.0% | 0.08% | -1.2% |
| Q1 2021 | $347,000 | +4.5% | 3,608 | -1.3% | 0.08% | 0.0% |
| Q4 2020 | $332,000 | +12.9% | 3,654 | +0.2% | 0.08% | 0.0% |
| Q3 2020 | $294,000 | +75.0% | 3,647 | +52.0% | 0.08% | +26.9% |
| Q2 2019 | $168,000 | -40.2% | 2,400 | -42.2% | 0.07% | -54.7% |
| Q1 2019 | $281,000 | -25.9% | 4,150 | -29.1% | 0.15% | -35.1% |
| Q4 2018 | $379,000 | – | 5,850 | – | 0.23% | – |
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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% |