SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $215,139 | -35.2% | 4,108 | -33.5% | 0.03% | -17.6% |
| Q1 2022 | $332,000 | +40.1% | 6,179 | +196.4% | 0.03% | +47.8% |
| Q4 2021 | $237,000 | -25.9% | 2,085 | -32.2% | 0.02% | -34.3% |
| Q3 2021 | $320,000 | +0.3% | 3,076 | +0.2% | 0.04% | -2.8% |
| Q2 2021 | $319,000 | +8.5% | 3,069 | +0.2% | 0.04% | -5.3% |
| Q1 2021 | $294,000 | +15.3% | 3,063 | +9.2% | 0.04% | +2.7% |
| Q4 2020 | $255,000 | +10.9% | 2,805 | -6.4% | 0.04% | -9.8% |
| Q4 2019 | $230,000 | +8.0% | 2,998 | 0.0% | 0.04% | -6.8% |
| Q3 2019 | $213,000 | +1.4% | 2,998 | 0.0% | 0.04% | -8.3% |
| Q2 2019 | $210,000 | -6.7% | 2,998 | -9.8% | 0.05% | -14.3% |
| Q1 2019 | $225,000 | -6.6% | 3,323 | -17.5% | 0.06% | -20.0% |
| Q4 2018 | $241,000 | -13.9% | 4,030 | 0.0% | 0.07% | -2.8% |
| Q3 2018 | $280,000 | +6.9% | 4,030 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $262,000 | +3.1% | 4,030 | 0.0% | 0.07% | +14.1% |
| Q1 2018 | $254,000 | – | 4,030 | – | 0.06% | – |
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% |