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 | $9,991,997 | +1.4% | 197,470 | +4.9% | 0.68% | +3.0% |
| Q2 2023 | $9,858,546 | +18.6% | 188,248 | +9.5% | 0.66% | +10.2% |
| Q1 2023 | $8,312,931 | +7.0% | 171,861 | -0.1% | 0.60% | -0.3% |
| Q4 2022 | $7,768,760 | -1.4% | 172,066 | -7.5% | 0.60% | -7.8% |
| Q3 2022 | $7,876,000 | -0.2% | 185,964 | +5.2% | 0.65% | -1.2% |
| Q2 2022 | $7,893,000 | +549.1% | 176,745 | +682.7% | 0.66% | +588.5% |
| Q1 2022 | $1,216,000 | +32.3% | 22,582 | +157.0% | 0.10% | +17.1% |
| Q4 2021 | $919,000 | +6.4% | 8,787 | +7.0% | 0.08% | +12.3% |
| Q3 2021 | $864,000 | -6.0% | 8,214 | -6.5% | 0.07% | -11.0% |
| Q2 2021 | $919,000 | +12.3% | 8,787 | +7.3% | 0.08% | -2.4% |
| Q1 2021 | $818,000 | +1360.7% | 8,186 | +842.0% | 0.08% | +281.8% |
| Q3 2018 | $56,000 | – | 869 | – | 0.02% | – |
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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% |