SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $358,982 | -23.9% | 7,095 | -21.3% | 0.01% | -21.4% |
Q2 2023 | $471,841 | +5.7% | 9,010 | -2.4% | 0.01% | 0.0% |
Q1 2023 | $446,388 | +0.0% | 9,229 | -6.6% | 0.01% | -6.7% |
Q4 2022 | $446,258 | +17.4% | 9,884 | +10.1% | 0.02% | -16.7% |
Q3 2022 | $380,000 | -9.3% | 8,978 | -4.3% | 0.02% | -10.0% |
Q2 2022 | $419,000 | -26.0% | 9,386 | -10.7% | 0.02% | -16.7% |
Q1 2022 | $566,000 | -83.6% | 10,514 | -65.3% | 0.02% | -82.2% |
Q4 2021 | $3,450,000 | +7.8% | 30,308 | -1.5% | 0.14% | -12.3% |
Q3 2021 | $3,199,000 | -2.4% | 30,755 | -2.4% | 0.15% | -11.5% |
Q2 2021 | $3,277,000 | +7.7% | 31,521 | -0.5% | 0.17% | +0.6% |
Q1 2021 | $3,044,000 | -0.8% | 31,693 | -6.1% | 0.17% | -8.0% |
Q4 2020 | $3,069,000 | -35.2% | 33,748 | -42.6% | 0.19% | -43.2% |
Q3 2020 | $4,737,000 | +118.3% | 58,750 | +100.6% | 0.33% | +84.9% |
Q2 2020 | $2,170,000 | +9.7% | 29,282 | -9.4% | 0.18% | -15.6% |
Q1 2020 | $1,979,000 | -25.4% | 32,305 | -6.5% | 0.21% | +15.8% |
Q4 2019 | $2,654,000 | +6.2% | 34,557 | -1.9% | 0.18% | +4.6% |
Q3 2019 | $2,499,000 | +114.1% | 35,232 | +55.0% | 0.18% | -53.8% |
Q2 2016 | $1,167,000 | – | 22,735 | – | 0.38% | – |
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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% |