SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $283,716 | +10.4% | 6,284 | +3.5% | 0.07% | +8.1% |
Q3 2022 | $257,000 | -10.8% | 6,072 | -5.9% | 0.06% | -8.8% |
Q2 2022 | $288,000 | -21.5% | 6,455 | -5.4% | 0.07% | -8.1% |
Q1 2022 | $367,000 | -5.4% | 6,820 | +99.9% | 0.07% | -9.8% |
Q4 2021 | $388,000 | +15.5% | 3,412 | +5.7% | 0.08% | +7.9% |
Q3 2021 | $336,000 | -0.6% | 3,227 | -0.6% | 0.08% | 0.0% |
Q2 2021 | $338,000 | -3.4% | 3,248 | -11.0% | 0.08% | -15.6% |
Q1 2021 | $350,000 | +3.9% | 3,650 | -1.4% | 0.09% | -2.2% |
Q4 2020 | $337,000 | +9.8% | 3,702 | -2.6% | 0.09% | -4.2% |
Q3 2020 | $307,000 | +8.5% | 3,802 | -0.5% | 0.10% | -9.4% |
Q2 2020 | $283,000 | +36.7% | 3,822 | +25.4% | 0.11% | +23.3% |
Q1 2020 | $207,000 | -65.6% | 3,047 | -61.0% | 0.09% | -64.5% |
Q4 2019 | $601,000 | +13.0% | 7,821 | +4.2% | 0.24% | +1.7% |
Q3 2019 | $532,000 | +2.7% | 7,507 | +1.8% | 0.24% | -6.7% |
Q2 2019 | $518,000 | +7.5% | 7,376 | +3.6% | 0.26% | -2.3% |
Q1 2019 | $482,000 | +21.7% | 7,123 | +7.5% | 0.26% | +6.5% |
Q4 2018 | $396,000 | -14.7% | 6,625 | -0.6% | 0.24% | +7.9% |
Q3 2018 | $464,000 | +7.2% | 6,665 | +0.0% | 0.23% | -3.8% |
Q2 2018 | $433,000 | +5.1% | 6,664 | +2.4% | 0.24% | -17.8% |
Q1 2018 | $412,000 | +8.4% | 6,508 | +9.2% | 0.29% | +38.0% |
Q4 2017 | $380,000 | +2.2% | 5,959 | -3.3% | 0.21% | -4.6% |
Q3 2017 | $372,000 | +5.4% | 6,160 | +3.2% | 0.22% | +0.9% |
Q2 2017 | $353,000 | +8.3% | 5,967 | +3.0% | 0.22% | -8.9% |
Q1 2017 | $326,000 | +10.1% | 5,794 | +4.2% | 0.24% | 0.0% |
Q4 2016 | $296,000 | – | 5,563 | – | 0.24% | – |
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% |