SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228 | -3.4% | 4,514 | 0.0% | 0.17% | -0.6% |
Q2 2023 | $236 | -20.0% | 4,514 | -26.0% | 0.17% | -24.0% |
Q1 2023 | $295 | +7.7% | 6,104 | 0.0% | 0.23% | +0.4% |
Q4 2022 | $274 | -99.9% | 6,104 | -0.7% | 0.23% | +1.3% |
Q3 2022 | $260,000 | -5.1% | 6,150 | +0.3% | 0.22% | +1.4% |
Q2 2022 | $274,000 | -18.2% | 6,130 | -1.6% | 0.22% | -7.9% |
Q1 2022 | $335,000 | -4.3% | 6,232 | +103.3% | 0.24% | +2.6% |
Q4 2021 | $350,000 | +4.8% | 3,066 | -4.5% | 0.24% | -0.4% |
Q3 2021 | $334,000 | +0.3% | 3,211 | 0.0% | 0.24% | +5.4% |
Q2 2021 | $333,000 | +8.1% | 3,211 | 0.0% | 0.22% | +1.8% |
Q1 2021 | $308,000 | -27.7% | 3,211 | -31.5% | 0.22% | -29.0% |
Q4 2020 | $426,000 | +3.6% | 4,689 | -7.9% | 0.31% | -8.6% |
Q3 2020 | $411,000 | +1.0% | 5,090 | -7.8% | 0.34% | -4.2% |
Q2 2020 | $407,000 | +3.8% | 5,520 | -13.9% | 0.35% | -2.5% |
Q1 2020 | $392,000 | -28.9% | 6,408 | -10.7% | 0.36% | -7.6% |
Q4 2019 | $551,000 | +4.8% | 7,176 | -3.3% | 0.39% | -0.3% |
Q3 2019 | $526,000 | -1.1% | 7,423 | -2.0% | 0.39% | -0.3% |
Q2 2019 | $532,000 | -7.3% | 7,577 | -10.9% | 0.40% | -8.4% |
Q1 2019 | $574,000 | +8.5% | 8,503 | -4.1% | 0.43% | -2.5% |
Q4 2018 | $529,000 | -43.5% | 8,869 | -34.2% | 0.44% | -34.4% |
Q3 2018 | $937,000 | -12.1% | 13,475 | -17.8% | 0.67% | -6.6% |
Q2 2018 | $1,066,000 | -7.8% | 16,396 | -10.5% | 0.72% | -6.8% |
Q1 2018 | $1,156,000 | +24.2% | 18,324 | +25.4% | 0.78% | +19.0% |
Q4 2017 | $931,000 | +22.5% | 14,607 | +15.4% | 0.65% | +14.6% |
Q3 2017 | $760,000 | +2.8% | 12,663 | -1.0% | 0.57% | -2.4% |
Q2 2017 | $739,000 | +108.8% | 12,794 | +103.2% | 0.58% | +96.0% |
Q1 2017 | $354,000 | – | 6,295 | – | 0.30% | – |
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% |