SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,641,464 | +3.8% | 32,440 | +7.4% | 0.35% | +7.1% |
| Q2 2023 | $1,581,470 | +6.5% | 30,198 | -1.6% | 0.32% | +1.9% |
| Q1 2023 | $1,485,008 | +5.9% | 30,701 | -1.1% | 0.32% | -0.6% |
| Q4 2022 | $1,402,018 | +41.6% | 31,052 | +32.8% | 0.32% | +17.7% |
| Q3 2022 | $990,000 | -9.9% | 23,376 | -5.0% | 0.27% | -8.4% |
| Q2 2022 | $1,099,000 | -3.8% | 24,615 | +16.0% | 0.30% | -43.1% |
| Q1 2022 | $1,143,000 | -26.4% | 21,228 | +55.7% | 0.52% | +19.0% |
| Q4 2021 | $1,552,000 | +4.6% | 13,636 | -4.4% | 0.44% | -12.4% |
| Q3 2021 | $1,484,000 | -8.4% | 14,264 | -8.5% | 0.50% | -15.1% |
| Q2 2021 | $1,620,000 | +8.1% | 15,582 | -0.2% | 0.59% | -9.1% |
| Q1 2021 | $1,499,000 | +1.1% | 15,608 | -4.2% | 0.65% | -3.1% |
| Q4 2020 | $1,482,000 | +10.9% | 16,292 | -1.6% | 0.67% | -3.3% |
| Q3 2020 | $1,336,000 | +4.2% | 16,564 | -4.2% | 0.69% | -2.1% |
| Q2 2020 | $1,282,000 | +16.9% | 17,298 | -3.4% | 0.71% | -1.4% |
| Q1 2020 | $1,097,000 | -24.0% | 17,907 | -4.7% | 0.72% | -3.9% |
| Q4 2019 | $1,444,000 | +6.8% | 18,797 | -1.4% | 0.74% | +1.8% |
| Q3 2019 | $1,352,000 | -0.6% | 19,062 | -1.6% | 0.73% | -1.2% |
| Q2 2019 | $1,360,000 | +1.8% | 19,371 | -2.0% | 0.74% | -0.1% |
| Q1 2019 | $1,336,000 | +4.5% | 19,764 | -7.7% | 0.74% | -7.2% |
| Q4 2018 | $1,278,000 | -4.8% | 21,415 | +10.9% | 0.80% | +7.1% |
| Q3 2018 | $1,343,000 | +6.0% | 19,311 | -0.9% | 0.75% | +1.4% |
| Q2 2018 | $1,267,000 | +2.6% | 19,495 | -0.4% | 0.74% | +0.5% |
| Q1 2018 | $1,235,000 | -6.7% | 19,576 | -5.7% | 0.73% | -4.4% |
| Q4 2017 | $1,324,000 | -4.7% | 20,754 | -10.4% | 0.77% | -9.4% |
| Q3 2017 | $1,390,000 | +0.4% | 23,152 | -3.3% | 0.85% | -10.1% |
| Q2 2017 | $1,384,000 | -0.7% | 23,954 | -3.3% | 0.94% | -4.2% |
| Q1 2017 | $1,394,000 | -6.5% | 24,776 | -11.5% | 0.98% | -11.1% |
| Q4 2016 | $1,491,000 | +5.5% | 27,989 | +2.3% | 1.11% | +3.1% |
| Q3 2016 | $1,413,000 | -0.7% | 27,367 | -4.3% | 1.07% | -7.7% |
| Q2 2016 | $1,423,000 | -50.8% | 28,583 | -51.8% | 1.16% | -3.0% |
| Q1 2016 | $2,894,000 | +88.3% | 59,260 | +87.2% | 1.20% | -9.2% |
| Q4 2015 | $1,537,000 | – | 31,651 | – | 1.32% | – |
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% |