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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,127,141 | -3.2% | 61,801 | +0.2% | 0.49% | -4.8% |
| Q2 2023 | $3,230,026 | +9.5% | 61,677 | +1.1% | 0.52% | -33.7% |
| Q1 2023 | $2,949,929 | +2717.4% | 60,987 | +2529.9% | 0.78% | +1804.9% |
| Q4 2022 | $104,703 | +6.8% | 2,319 | 0.0% | 0.04% | -8.9% |
| Q3 2022 | $98,000 | -19.0% | 2,319 | -14.4% | 0.04% | -19.6% |
| Q2 2022 | $121,000 | -28.4% | 2,710 | -13.7% | 0.06% | -15.2% |
| Q1 2022 | $169,000 | -17.2% | 3,142 | +75.5% | 0.07% | -25.8% |
| Q4 2021 | $204,000 | -57.1% | 1,790 | -60.8% | 0.09% | -63.1% |
| Q3 2021 | $475,000 | +405.3% | 4,568 | +403.1% | 0.24% | +382.0% |
| Q2 2021 | $94,000 | +19.0% | 908 | +10.7% | 0.05% | -5.7% |
| Q1 2021 | $79,000 | -62.0% | 820 | -64.1% | 0.05% | -65.8% |
| Q4 2020 | $208,000 | +13.0% | 2,285 | 0.0% | 0.16% | -7.2% |
| Q3 2020 | $184,000 | +7.6% | 2,285 | -1.0% | 0.17% | -1.8% |
| Q2 2020 | $171,000 | +10.3% | 2,309 | -9.0% | 0.17% | +39.3% |
| Q1 2020 | $155,000 | -21.7% | 2,537 | -1.4% | 0.12% | +1.7% |
| Q4 2019 | $198,000 | – | 2,574 | – | 0.12% | – |
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% |