SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $122,306 | +8.1% | 2,335 | -0.2% | 0.05% | -10.3% |
| Q1 2023 | $113,132 | +8.0% | 2,339 | +0.8% | 0.06% | -1.7% |
| Q4 2022 | $104,748 | +772.9% | 2,320 | +700.0% | 0.06% | +742.9% |
| Q3 2022 | $12,000 | -7.7% | 290 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $13,000 | -18.8% | 290 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $16,000 | -5.9% | 290 | +100.0% | 0.01% | -10.0% |
| Q4 2021 | $17,000 | +13.3% | 145 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $15,000 | +7.1% | 145 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $14,000 | +7.7% | 145 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $13,000 | – | 145 | – | 0.01% | – |
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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% |