SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,948 | -3.4% | 6,580 | 0.0% | 0.20% | -5.7% |
| Q2 2023 | $344,595 | +8.3% | 6,580 | 0.0% | 0.21% | +14.8% |
| Q1 2023 | $318,275 | +7.1% | 6,580 | 0.0% | 0.18% | +0.6% |
| Q4 2022 | $297,087 | +6.5% | 6,580 | 0.0% | 0.18% | -4.7% |
| Q3 2022 | $279,000 | -5.1% | 6,580 | 0.0% | 0.19% | -0.5% |
| Q2 2022 | $294,000 | -19.5% | 6,580 | -2.9% | 0.19% | -7.7% |
| Q1 2022 | $365,000 | -7.8% | 6,780 | +94.7% | 0.21% | -7.2% |
| Q4 2021 | $396,000 | +9.4% | 3,483 | 0.0% | 0.22% | -1.8% |
| Q3 2021 | $362,000 | -22.5% | 3,483 | -22.5% | 0.23% | -19.5% |
| Q2 2021 | $467,000 | +15.9% | 4,493 | +7.0% | 0.28% | +7.6% |
| Q1 2021 | $403,000 | +6.3% | 4,199 | +0.7% | 0.26% | -2.2% |
| Q4 2020 | $379,000 | +28.5% | 4,168 | +13.8% | 0.27% | +5.9% |
| Q3 2020 | $295,000 | +8.9% | 3,663 | 0.0% | 0.25% | +7.7% |
| Q2 2020 | $271,000 | +21.0% | 3,663 | 0.0% | 0.24% | +2.6% |
| Q1 2020 | $224,000 | -20.6% | 3,663 | -0.2% | 0.23% | +4.6% |
| Q4 2019 | $282,000 | +8.5% | 3,670 | 0.0% | 0.22% | +2.8% |
| Q3 2019 | $260,000 | +0.8% | 3,670 | 0.0% | 0.21% | -2.3% |
| Q2 2019 | $258,000 | +12.2% | 3,670 | +7.8% | 0.22% | +9.5% |
| Q1 2019 | $230,000 | +13.3% | 3,405 | 0.0% | 0.20% | -3.4% |
| Q4 2018 | $203,000 | -14.3% | 3,405 | 0.0% | 0.21% | -2.4% |
| Q3 2018 | $237,000 | -9.5% | 3,405 | -15.7% | 0.21% | -10.2% |
| Q2 2018 | $262,000 | +4.0% | 4,039 | +1.0% | 0.24% | +2.6% |
| Q1 2018 | $252,000 | -17.9% | 3,998 | -16.8% | 0.23% | -17.6% |
| Q4 2017 | $307,000 | +6.2% | 4,807 | 0.0% | 0.28% | +1.1% |
| Q3 2017 | $289,000 | +4.0% | 4,807 | 0.0% | 0.28% | -0.4% |
| Q2 2017 | $278,000 | +4.9% | 4,807 | +2.1% | 0.28% | +4.5% |
| Q1 2017 | $265,000 | -8.3% | 4,707 | -13.3% | 0.26% | -11.4% |
| Q4 2016 | $289,000 | – | 5,431 | – | 0.30% | – |
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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% |