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 | $1,048,567 | -4.0% | 20,723 | -0.7% | 0.21% | -1.4% |
| Q2 2023 | $1,092,630 | +13.6% | 20,864 | +4.9% | 0.21% | +5.5% |
| Q1 2023 | $961,693 | +5.9% | 19,882 | -1.1% | 0.20% | -3.8% |
| Q4 2022 | $907,802 | +4.3% | 20,106 | -2.1% | 0.21% | +0.5% |
| Q3 2022 | $870,000 | -13.3% | 20,545 | +0.6% | 0.21% | -1.9% |
| Q2 2022 | $1,004,000 | -4.7% | 20,427 | +4.4% | 0.21% | -3.7% |
| Q1 2022 | $1,054,000 | +2.0% | 19,572 | +103.5% | 0.22% | +1.4% |
| Q4 2021 | $1,033,000 | +34.7% | 9,619 | +30.5% | 0.22% | +24.1% |
| Q3 2021 | $767,000 | +9.9% | 7,369 | +9.7% | 0.17% | +8.8% |
| Q2 2021 | $698,000 | +6.2% | 6,715 | +1.3% | 0.16% | +1.3% |
| Q1 2021 | $657,000 | +37.2% | 6,632 | +33.3% | 0.16% | +30.6% |
| Q4 2020 | $479,000 | +36.9% | 4,977 | +14.7% | 0.12% | +0.8% |
| Q3 2020 | $350,000 | -1.1% | 4,340 | -0.7% | 0.12% | -3.2% |
| Q2 2020 | $354,000 | +54.6% | 4,369 | +16.6% | 0.12% | +17.0% |
| Q1 2020 | $229,000 | -11.6% | 3,747 | +11.1% | 0.11% | +5.0% |
| Q4 2019 | $259,000 | +8.8% | 3,373 | +0.6% | 0.10% | -1.0% |
| Q3 2019 | $238,000 | +4.4% | 3,354 | +2.9% | 0.10% | +1.0% |
| Q2 2019 | $228,000 | +2.7% | 3,261 | -0.7% | 0.10% | 0.0% |
| Q1 2019 | $222,000 | -40.2% | 3,285 | -41.9% | 0.10% | -39.2% |
| Q4 2018 | $371,000 | – | 5,651 | – | 0.17% | – |
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% |