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 | $256,542 | -3.4% | 5,070 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $265,516 | -48.8% | 5,070 | -52.7% | 0.02% | -54.3% |
| Q1 2023 | $518,526 | +7.1% | 10,720 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $484,008 | -89.3% | 10,720 | 0.0% | 0.05% | -87.7% |
| Q3 2022 | $4,539,000 | +849.6% | 10,720 | 0.0% | 0.38% | +647.1% |
| Q2 2022 | $478,000 | -95.5% | 10,720 | +1519.3% | 0.05% | -95.1% |
| Q1 2022 | $10,728,000 | – | 662 | – | 1.05% | – |
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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% |