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 | $824,123 | -4.5% | 16,287 | -1.1% | 0.20% | 0.0% |
| Q2 2023 | $862,639 | +7.7% | 16,472 | -0.5% | 0.20% | +1.5% |
| Q1 2023 | $800,911 | +7.1% | 16,558 | 0.0% | 0.20% | +0.5% |
| Q4 2022 | $747,594 | +3.8% | 16,558 | -2.7% | 0.20% | -4.9% |
| Q3 2022 | $720,000 | -6.7% | 17,012 | -1.6% | 0.20% | -2.8% |
| Q2 2022 | $772,000 | -17.0% | 17,282 | +0.1% | 0.21% | -2.3% |
| Q1 2022 | $930,000 | -8.6% | 17,270 | +93.3% | 0.22% | -8.1% |
| Q4 2021 | $1,017,000 | +9.4% | 8,936 | 0.0% | 0.24% | +2.6% |
| Q3 2021 | $930,000 | -2.7% | 8,936 | -2.8% | 0.23% | -3.8% |
| Q2 2021 | $956,000 | +8.3% | 9,196 | 0.0% | 0.24% | +11.7% |
| Q1 2021 | $883,000 | -8.9% | 9,196 | -13.7% | 0.21% | -15.8% |
| Q4 2020 | $969,000 | +8.9% | 10,650 | -3.5% | 0.25% | -4.9% |
| Q3 2020 | $890,000 | -11.2% | 11,041 | -18.3% | 0.27% | -16.6% |
| Q2 2020 | $1,002,000 | -8.8% | 13,521 | -24.6% | 0.32% | -24.8% |
| Q1 2020 | $1,099,000 | -25.1% | 17,938 | -6.1% | 0.42% | -4.5% |
| Q4 2019 | $1,467,000 | +8.3% | 19,097 | 0.0% | 0.44% | +0.2% |
| Q3 2019 | $1,355,000 | -5.4% | 19,097 | -6.4% | 0.44% | -5.3% |
| Q2 2019 | $1,432,000 | +9.7% | 20,402 | +5.7% | 0.47% | +5.4% |
| Q1 2019 | $1,305,000 | +18.7% | 19,300 | +4.8% | 0.44% | +7.8% |
| Q4 2018 | $1,099,000 | -14.1% | 18,411 | +0.1% | 0.41% | -4.4% |
| Q3 2018 | $1,279,000 | +16.6% | 18,392 | +9.0% | 0.43% | +8.0% |
| Q2 2018 | $1,097,000 | +31.4% | 16,873 | +27.5% | 0.40% | +30.0% |
| Q1 2018 | $835,000 | +113.6% | 13,236 | +115.9% | 0.31% | +114.7% |
| Q4 2017 | $391,000 | +37.2% | 6,131 | +29.3% | 0.14% | +40.2% |
| Q3 2017 | $285,000 | – | 4,742 | – | 0.10% | – |
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% |