SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,645 | -12.4% | 14,242 | -9.4% | 0.22% | -7.6% |
| Q2 2023 | $822,942 | +29.5% | 15,714 | +19.6% | 0.24% | +21.5% |
| Q1 2023 | $635,533 | +6.7% | 13,139 | -0.4% | 0.20% | 0.0% |
| Q4 2022 | $595,845 | +9.5% | 13,197 | +2.7% | 0.20% | +6.0% |
| Q3 2022 | $544,000 | -16.8% | 12,851 | -12.3% | 0.18% | -12.0% |
| Q2 2022 | $654,000 | -17.1% | 14,652 | 0.0% | 0.21% | -4.6% |
| Q1 2022 | $789,000 | +19.2% | 14,652 | +151.8% | 0.22% | +22.3% |
| Q4 2021 | $662,000 | +9.4% | 5,819 | 0.0% | 0.18% | +1.1% |
| Q3 2021 | $605,000 | 0.0% | 5,819 | 0.0% | 0.18% | -0.6% |
| Q2 2021 | $605,000 | -19.2% | 5,819 | -25.5% | 0.18% | -25.2% |
| Q1 2021 | $749,000 | -2.2% | 7,809 | -7.3% | 0.24% | -6.3% |
| Q4 2020 | $766,000 | -17.1% | 8,426 | -25.0% | 0.25% | -24.0% |
| Q3 2020 | $924,000 | 0.0% | 11,240 | -9.4% | 0.33% | -7.0% |
| Q2 2020 | $924,000 | +72.1% | 12,407 | +41.5% | 0.36% | +53.4% |
| Q1 2020 | $537,000 | -20.2% | 8,768 | 0.0% | 0.23% | -10.3% |
| Q4 2019 | $673,000 | +80.9% | 8,768 | +67.2% | 0.26% | +68.4% |
| Q3 2019 | $372,000 | – | 5,245 | – | 0.16% | – |
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% |