SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,114 | -3.4% | 22,007 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $1,153 | +8.4% | 22,007 | 0.0% | 0.17% | -1.7% |
| Q1 2023 | $1,064 | -72.1% | 22,007 | -73.9% | 0.18% | -73.6% |
| Q4 2022 | $3,808 | -99.6% | 84,342 | +283.3% | 0.66% | +265.7% |
| Q3 2022 | $932,000 | -5.2% | 22,007 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $983,000 | +7461.5% | 22,007 | +10135.8% | 0.18% | +9100.0% |
| Q1 2022 | $13,000 | -98.8% | 215 | -97.7% | 0.00% | -98.8% |
| Q4 2021 | $1,063,000 | +9.5% | 9,337 | 0.0% | 0.17% | -0.6% |
| Q3 2021 | $971,000 | 0.0% | 9,337 | 0.0% | 0.17% | -0.6% |
| Q2 2021 | $971,000 | +14.4% | 9,337 | +5.7% | 0.17% | +11.5% |
| Q1 2021 | $849,000 | +16.0% | 8,837 | +9.8% | 0.16% | -3.7% |
| Q4 2020 | $732,000 | +12.8% | 8,045 | 0.0% | 0.16% | 0.0% |
| Q3 2020 | $649,000 | +3505.6% | 8,045 | +3183.7% | 0.16% | +3140.0% |
| Q2 2020 | $18,000 | +125.0% | 245 | +80.1% | 0.01% | +66.7% |
| Q1 2020 | $8,000 | -20.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 136 | – | 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% |