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 | $602,090 | -7.9% | 11,899 | -4.6% | 0.22% | -3.6% |
| Q2 2023 | $653,520 | +8.5% | 12,479 | +0.2% | 0.22% | 0.0% |
| Q1 2023 | $602,424 | +7.3% | 12,454 | +0.2% | 0.22% | -4.3% |
| Q4 2022 | $561,183 | +6.9% | 12,429 | +0.2% | 0.24% | -4.9% |
| Q3 2022 | $525,000 | -4.9% | 12,400 | +0.2% | 0.25% | -5.4% |
| Q2 2022 | $552,000 | +152.1% | 12,372 | +292.3% | 0.26% | +59.1% |
| Q3 2018 | $219,000 | +19.7% | 3,154 | +11.9% | 0.16% | +0.6% |
| Q2 2018 | $183,000 | +161.4% | 2,818 | +155.9% | 0.16% | +158.7% |
| Q4 2017 | $70,000 | – | 1,101 | – | 0.06% | – |
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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% |