SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,119,489 | -2.6% | 219,753 | +0.8% | 2.15% | +7.4% |
| Q2 2023 | $11,412,683 | -10.7% | 217,924 | -17.5% | 2.00% | -20.5% |
| Q1 2023 | $12,779,928 | -0.9% | 264,211 | -7.5% | 2.52% | -8.3% |
| Q4 2022 | $12,889,636 | -58.0% | 285,485 | -58.5% | 2.75% | -10.4% |
| Q2 2022 | $30,704,000 | -4.8% | 687,501 | +14.8% | 3.07% | +9.5% |
| Q1 2022 | $32,259,000 | -26.8% | 599,044 | +54.8% | 2.80% | -21.5% |
| Q4 2021 | $44,054,000 | +21.5% | 386,982 | +11.0% | 3.57% | +11.7% |
| Q3 2021 | $36,257,000 | -22.2% | 348,527 | -22.2% | 3.19% | +41.9% |
| Q2 2021 | $46,578,000 | +86.3% | 447,990 | +72.0% | 2.25% | -11.5% |
| Q1 2021 | $25,008,000 | +2.4% | 260,416 | -3.1% | 2.54% | -9.0% |
| Q4 2020 | $24,433,000 | +11.3% | 268,647 | +4.2% | 2.79% | +3.4% |
| Q3 2020 | $21,962,000 | +30.3% | 257,804 | +13.3% | 2.70% | -10.1% |
| Q2 2020 | $16,857,000 | -34.4% | 227,486 | -45.8% | 3.00% | -45.6% |
| Q1 2020 | $25,702,000 | -9.9% | 419,622 | +13.0% | 5.52% | +1.5% |
| Q4 2019 | $28,524,000 | +35.1% | 371,364 | +24.8% | 5.44% | +32.9% |
| Q3 2019 | $21,112,000 | -99.9% | 297,644 | +23.3% | 4.09% | +4.0% |
| Q2 2019 | $17,022,822,000 | +99390.5% | 241,442 | -4.6% | 3.94% | -18.7% |
| Q1 2019 | $17,110,000 | -21.8% | 253,065 | -30.9% | 4.84% | -25.1% |
| Q4 2018 | $21,892,000 | +115.5% | 366,491 | +142.2% | 6.46% | +141.0% |
| Q3 2018 | $10,157,000 | – | 151,327 | – | 2.68% | – |
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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% |