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 | $2,292 | -2.8% | 45,301 | +0.6% | 0.36% | +0.6% |
| Q2 2023 | $2,358 | +7.0% | 45,030 | -1.1% | 0.36% | -2.9% |
| Q1 2023 | $2,203 | -99.9% | 45,545 | 0.0% | 0.37% | +0.8% |
| Q4 2022 | $2,056,357 | +10.3% | 45,545 | +3.5% | 0.37% | +5.4% |
| Q3 2022 | $1,864,000 | -5.2% | 44,024 | 0.0% | 0.35% | +7.6% |
| Q2 2022 | $1,966,000 | -17.1% | 44,024 | 0.0% | 0.33% | -1.5% |
| Q1 2022 | $2,371,000 | -5.4% | 44,024 | +100.0% | 0.33% | -1.8% |
| Q4 2021 | $2,506,000 | +9.4% | 22,012 | 0.0% | 0.34% | -1.2% |
| Q3 2021 | $2,290,000 | -0.6% | 22,012 | -0.7% | 0.34% | -1.2% |
| Q2 2021 | $2,304,000 | +8.3% | 22,158 | 0.0% | 0.35% | -1.7% |
| Q1 2021 | $2,128,000 | +3.0% | 22,158 | -2.5% | 0.35% | -4.9% |
| Q4 2020 | $2,067,000 | +13.3% | 22,726 | +0.5% | 0.37% | -4.4% |
| Q3 2020 | $1,824,000 | +8.3% | 22,621 | -0.5% | 0.39% | +0.8% |
| Q2 2020 | $1,684,000 | +25.5% | 22,726 | +3.7% | 0.38% | +7.6% |
| Q1 2020 | $1,342,000 | -17.2% | 21,908 | +3.9% | 0.36% | +3.5% |
| Q4 2019 | $1,620,000 | +6.7% | 21,090 | -1.4% | 0.34% | -1.7% |
| Q3 2019 | $1,518,000 | +0.7% | 21,395 | 0.0% | 0.35% | -5.1% |
| Q2 2019 | $1,508,000 | +2.9% | 21,395 | -1.3% | 0.37% | -12.1% |
| Q1 2019 | $1,466,000 | +13.8% | 21,685 | +0.6% | 0.42% | -0.5% |
| Q4 2018 | $1,288,000 | – | 21,554 | – | 0.42% | – |
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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% |