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 | $306,231 | -3.4% | 6,052 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $316,943 | +1330.7% | 6,052 | +1221.4% | 0.03% | +1033.3% |
| Q1 2023 | $22,153 | -30.3% | 458 | -34.9% | 0.00% | -25.0% |
| Q4 2022 | $31,786 | +429.8% | 704 | +402.9% | 0.00% | +300.0% |
| Q2 2022 | $6,000 | -25.0% | 140 | -2.8% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | +14.3% | 144 | +121.5% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | -46.2% | 65 | -50.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +116.7% | 130 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | -93.3% | 65 | -93.9% | 0.00% | -92.3% |
| Q2 2019 | $75,000 | – | 1,065 | – | 0.01% | – |
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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% |