SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $936,322 | +111.7% | 18,504 | +119.1% | 0.12% | +112.5% |
| Q2 2023 | $442,305 | +16.3% | 8,446 | +7.4% | 0.06% | +14.3% |
| Q1 2023 | $380,426 | -22.8% | 7,865 | -27.9% | 0.05% | -27.9% |
| Q4 2022 | $492,630 | -0.9% | 10,911 | -7.0% | 0.07% | -15.0% |
| Q3 2022 | $497,000 | +1.2% | 11,732 | +6.7% | 0.08% | +6.7% |
| Q2 2022 | $491,000 | -15.3% | 10,999 | +2.1% | 0.08% | -13.8% |
| Q1 2022 | $580,000 | -10.8% | 10,775 | +88.6% | 0.09% | -9.4% |
| Q4 2021 | $650,000 | +9.4% | 5,713 | 0.0% | 0.10% | +5.5% |
| Q3 2021 | $594,000 | 0.0% | 5,713 | +0.0% | 0.09% | -9.0% |
| Q2 2021 | $594,000 | +8.4% | 5,712 | 0.0% | 0.10% | -56.9% |
| Q1 2021 | $548,000 | +6.6% | 5,712 | +1.0% | 0.23% | +0.9% |
| Q4 2020 | $514,000 | +12.7% | 5,654 | +0.0% | 0.23% | +27.8% |
| Q3 2020 | $456,000 | +8.8% | 5,653 | +0.0% | 0.18% | +0.6% |
| Q2 2020 | $419,000 | +21.1% | 5,652 | 0.0% | 0.18% | +4.7% |
| Q1 2020 | $346,000 | -20.3% | 5,652 | +0.0% | 0.17% | +1.2% |
| Q4 2019 | $434,000 | +8.2% | 5,651 | +0.0% | 0.17% | -5.1% |
| Q3 2019 | $401,000 | +76.7% | 5,649 | +74.4% | 0.18% | +74.5% |
| Q2 2019 | $227,000 | -9.9% | 3,239 | -13.0% | 0.10% | -8.1% |
| Q1 2019 | $252,000 | +162.5% | 3,724 | +132.8% | 0.11% | +136.2% |
| Q4 2018 | $96,000 | +860.0% | 1,600 | +966.7% | 0.05% | +1075.0% |
| Q3 2018 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -60.0% | 150 | -62.3% | 0.00% | -66.7% |
| Q1 2018 | $25,000 | +733.3% | 398 | +563.3% | 0.01% | +500.0% |
| Q1 2017 | $3,000 | – | 60 | – | 0.00% | – |
Download | ||||||
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% |