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 | $783,347 | -4.2% | 15,481 | -0.9% | 0.14% | +17.4% |
| Q2 2023 | $817,812 | +15.0% | 15,616 | +6.2% | 0.12% | +10.6% |
| Q1 2023 | $711,440 | +9.2% | 14,708 | +1.9% | 0.10% | +1.0% |
| Q4 2022 | $651,448 | -5.3% | 14,429 | -11.2% | 0.10% | -16.9% |
| Q3 2022 | $688,000 | +34.9% | 16,240 | +42.1% | 0.12% | +9.7% |
| Q2 2022 | $510,000 | -17.1% | 11,430 | +0.1% | 0.11% | -5.8% |
| Q1 2022 | $615,000 | -2.5% | 11,421 | +105.9% | 0.12% | -6.2% |
| Q4 2021 | $631,000 | +28.0% | 5,546 | +17.0% | 0.13% | +10.3% |
| Q3 2021 | $493,000 | 0.0% | 4,742 | 0.0% | 0.12% | -4.9% |
| Q2 2021 | $493,000 | – | 4,742 | – | 0.12% | – |
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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% |