SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,487 | -1.8% | 1,255 | +1.7% | 0.01% | 0.0% |
| Q2 2023 | $64,625 | -45.3% | 1,234 | -49.4% | 0.01% | -52.4% |
| Q1 2023 | $118,071 | +175.7% | 2,441 | +157.5% | 0.02% | +162.5% |
| Q4 2022 | $42,822 | +7.1% | 948 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 948 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $42,000 | -17.6% | 948 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $51,000 | -68.1% | 948 | -32.5% | 0.01% | -69.0% |
| Q4 2021 | $160,000 | +20.3% | 1,405 | +10.2% | 0.03% | +3.6% |
| Q3 2021 | $133,000 | +2.3% | 1,275 | +1.8% | 0.03% | +3.7% |
| Q2 2021 | $130,000 | +8.3% | 1,253 | +0.1% | 0.03% | +3.8% |
| Q1 2021 | $120,000 | -47.4% | 1,252 | -50.0% | 0.03% | 0.0% |
| Q4 2020 | $228,000 | +128.0% | 2,502 | +101.8% | 0.03% | -7.1% |
| Q3 2020 | $100,000 | +8.7% | 1,240 | +0.1% | 0.03% | -3.4% |
| Q2 2020 | $92,000 | -17.9% | 1,239 | -32.3% | 0.03% | -32.6% |
| Q1 2020 | $112,000 | +20.4% | 1,830 | +51.9% | 0.04% | +22.9% |
| Q4 2019 | $93,000 | +9.4% | 1,205 | 0.0% | 0.04% | +2.9% |
| Q3 2019 | $85,000 | -10.5% | 1,205 | -11.1% | 0.03% | -10.5% |
| Q2 2019 | $95,000 | – | 1,355 | – | 0.04% | – |
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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% |