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 | $636,507 | +0.8% | 12,579 | +4.4% | 0.01% | 0.0% |
| Q2 2023 | $631,239 | +18.4% | 12,053 | +9.3% | 0.01% | 0.0% |
| Q1 2023 | $533,342 | +16.9% | 11,026 | +9.1% | 0.01% | +25.0% |
| Q4 2022 | $456,106 | -90.1% | 10,102 | -90.7% | 0.00% | -95.7% |
| Q3 2022 | $4,604,000 | -3.3% | 108,702 | +2.0% | 0.09% | +21.1% |
| Q2 2022 | $4,759,000 | +17.6% | 106,552 | +41.7% | 0.08% | +31.0% |
| Q1 2022 | $4,048,000 | +22.2% | 75,171 | +158.2% | 0.06% | +23.4% |
| Q4 2021 | $3,313,000 | +26.6% | 29,109 | +15.8% | 0.05% | +11.9% |
| Q3 2021 | $2,616,000 | -22.1% | 25,146 | -22.1% | 0.04% | -22.2% |
| Q2 2021 | $3,358,000 | +76.8% | 32,298 | +63.3% | 0.05% | +45.9% |
| Q1 2021 | $1,899,000 | -37.4% | 19,774 | -40.7% | 0.04% | -38.3% |
| Q4 2020 | $3,033,000 | – | 33,349 | – | 0.06% | – |
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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% |