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 | $8,331 | +5.3% | 164,652 | +9.0% | 0.03% | +4.0% |
| Q2 2023 | $7,914 | +17.1% | 151,122 | +8.2% | 0.02% | +13.6% |
| Q1 2023 | $6,757 | +4.8% | 139,703 | -2.1% | 0.02% | 0.0% |
| Q4 2022 | $6,446 | -99.9% | 142,764 | +2.6% | 0.02% | 0.0% |
| Q3 2022 | $6,215,000 | 0.0% | 139,171 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $6,215,000 | +12.3% | 139,171 | +35.4% | 0.02% | +22.2% |
| Q1 2022 | $5,535,000 | +1273.4% | 102,793 | +2801.3% | 0.02% | +1700.0% |
| Q4 2021 | $403,000 | +12.6% | 3,543 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $358,000 | +1.4% | 3,441 | +1.4% | 0.00% | 0.0% |
| Q2 2021 | $353,000 | – | 3,392 | – | 0.00% | – |
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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% |