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 | $5,997,709 | -2.5% | 118,532 | +0.9% | 0.55% | -0.7% |
| Q2 2023 | $6,149,489 | +6.7% | 117,424 | -1.5% | 0.55% | +14.3% |
| Q1 2023 | $5,764,920 | +12.8% | 119,184 | +5.3% | 0.48% | -0.6% |
| Q4 2022 | $5,112,000 | +22.7% | 113,223 | +15.1% | 0.49% | -2.0% |
| Q3 2022 | $4,167,000 | -5.0% | 98,389 | +0.2% | 0.50% | -2.4% |
| Q2 2022 | $4,386,000 | -17.4% | 98,212 | -0.4% | 0.51% | -6.1% |
| Q1 2022 | $5,308,000 | -8.7% | 98,562 | +93.0% | 0.54% | -7.5% |
| Q4 2021 | $5,812,000 | +10.1% | 51,065 | +0.6% | 0.59% | +11.2% |
| Q3 2021 | $5,281,000 | +0.5% | 50,768 | +0.5% | 0.53% | +0.6% |
| Q2 2021 | $5,253,000 | +10.5% | 50,523 | +2.1% | 0.52% | +4.4% |
| Q1 2021 | $4,753,000 | +2.2% | 49,497 | -3.2% | 0.50% | -10.0% |
| Q4 2020 | $4,652,000 | +11.5% | 51,146 | -1.1% | 0.56% | -3.5% |
| Q3 2020 | $4,171,000 | +5.4% | 51,735 | -3.1% | 0.58% | -4.6% |
| Q2 2020 | $3,957,000 | +13.0% | 53,400 | -6.6% | 0.61% | -9.0% |
| Q1 2020 | $3,501,000 | -24.8% | 57,162 | -5.6% | 0.67% | -12.9% |
| Q4 2019 | $4,653,000 | +9.1% | 60,581 | +0.7% | 0.76% | -0.8% |
| Q3 2019 | $4,266,000 | +0.5% | 60,140 | -0.6% | 0.77% | -5.3% |
| Q2 2019 | $4,245,000 | +3.4% | 60,475 | -0.4% | 0.81% | -6.3% |
| Q1 2019 | $4,107,000 | +13.1% | 60,747 | -0.1% | 0.87% | -13.2% |
| Q4 2018 | $3,631,000 | +46.9% | 60,825 | +71.2% | 1.00% | +78.8% |
| Q3 2018 | $2,471,000 | +7.6% | 35,520 | +0.5% | 0.56% | -3.3% |
| Q2 2018 | $2,297,000 | +1.8% | 35,343 | -1.2% | 0.58% | +7.6% |
| Q1 2018 | $2,257,000 | -13.8% | 35,788 | -12.8% | 0.54% | -14.9% |
| Q4 2017 | $2,619,000 | +6.6% | 41,064 | +0.3% | 0.63% | +0.8% |
| Q3 2017 | $2,458,000 | -4.5% | 40,937 | -8.1% | 0.63% | -12.8% |
| Q2 2017 | $2,575,000 | -1.0% | 44,568 | -8.7% | 0.72% | -10.9% |
| Q1 2017 | $2,600,000 | 0.0% | 48,820 | 0.0% | 0.81% | 0.0% |
| Q4 2016 | $2,600,000 | -15.4% | 48,820 | -18.0% | 0.81% | -17.3% |
| Q3 2016 | $3,073,000 | -48.7% | 59,529 | -50.5% | 0.98% | -53.1% |
| Q2 2016 | $5,987,000 | +1902.3% | 120,300 | +1865.0% | 2.08% | +1591.9% |
| Q1 2016 | $299,000 | +283.3% | 6,122 | +260.1% | 0.12% | +232.4% |
| Q3 2015 | $78,000 | – | 1,700 | – | 0.04% | – |
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% |