SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,287,951 | +1.4% | 62,783 | -6.4% | 7.06% | +8.6% |
| Q1 2023 | $3,243,275 | +14.9% | 67,051 | +7.3% | 6.50% | +2.3% |
| Q4 2022 | $2,821,812 | +1.6% | 62,499 | +0.4% | 6.36% | -7.2% |
| Q3 2022 | $2,777,000 | -3.9% | 62,260 | +1.9% | 6.85% | +76.6% |
| Q2 2022 | $2,889,000 | -28.3% | 61,091 | -26.4% | 3.88% | +40.8% |
| Q1 2022 | $4,028,000 | -44.9% | 83,019 | +28.6% | 2.76% | +39.2% |
| Q4 2021 | $7,313,000 | +2.0% | 64,572 | +2.0% | 1.98% | -2.4% |
| Q3 2021 | $7,170,000 | +7.7% | 63,306 | +2.1% | 2.03% | -24.9% |
| Q2 2021 | $6,657,000 | +7.0% | 62,026 | -0.2% | 2.70% | +39.4% |
| Q1 2021 | $6,224,000 | +38.0% | 62,128 | +25.3% | 1.94% | +0.6% |
| Q4 2020 | $4,510,000 | +7.0% | 49,581 | +0.9% | 1.93% | +2.5% |
| Q3 2020 | $4,213,000 | +210.0% | 49,145 | +192.8% | 1.88% | +228.5% |
| Q2 2020 | $1,359,000 | +6.2% | 16,782 | -8.4% | 0.57% | +0.2% |
| Q1 2020 | $1,280,000 | -85.6% | 18,324 | -83.3% | 0.57% | -82.3% |
| Q4 2019 | $8,866,000 | +13.3% | 109,880 | +3.7% | 3.23% | +3.6% |
| Q3 2019 | $7,825,000 | +28.0% | 105,931 | +22.5% | 3.12% | +12.3% |
| Q2 2019 | $6,111,000 | +2.0% | 86,460 | +5.1% | 2.78% | -4.8% |
| Q4 2018 | $5,990,000 | +7.0% | 82,302 | 0.0% | 2.92% | +14.9% |
| Q2 2018 | $5,598,000 | +10.8% | 82,302 | +6.1% | 2.54% | +70.0% |
| Q1 2018 | $5,052,000 | +79.0% | 77,554 | +74.4% | 1.49% | +12.4% |
| Q4 2017 | $2,823,000 | – | 44,480 | – | 1.33% | – |
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% |