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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,799,000 | +2.4% | 420,281 | +8.0% | 0.50% | +2.3% |
| Q2 2022 | $17,381,000 | +123.0% | 389,177 | +168.9% | 0.49% | +162.7% |
| Q1 2022 | $7,793,000 | -8.1% | 144,717 | +94.1% | 0.18% | -14.4% |
| Q4 2021 | $8,484,000 | +25.8% | 74,543 | +15.0% | 0.22% | +7.5% |
| Q3 2021 | $6,744,000 | -45.8% | 64,824 | -45.9% | 0.20% | -54.4% |
| Q2 2021 | $12,448,000 | +33.0% | 119,724 | +22.8% | 0.44% | -6.4% |
| Q1 2021 | $9,362,000 | +16.5% | 97,487 | +10.3% | 0.47% | -21.4% |
| Q4 2020 | $8,035,000 | -76.8% | 88,349 | -79.4% | 0.60% | -80.8% |
| Q3 2020 | $34,572,000 | +217.6% | 428,775 | +191.9% | 3.12% | +90.4% |
| Q2 2020 | $10,886,000 | +396.2% | 146,913 | +343.2% | 1.64% | +159.9% |
| Q1 2020 | $2,194,000 | -88.6% | 33,145 | -86.8% | 0.63% | -92.3% |
| Q4 2019 | $19,269,000 | +231.9% | 250,872 | +206.5% | 8.25% | +190.8% |
| Q3 2019 | $5,806,000 | -30.3% | 81,849 | -31.0% | 2.84% | -39.5% |
| Q2 2019 | $8,329,000 | -32.3% | 118,658 | -34.8% | 4.69% | -51.9% |
| Q1 2019 | $12,298,000 | +151.5% | 181,893 | +122.1% | 9.75% | +98.6% |
| Q4 2018 | $4,890,000 | – | 81,908 | – | 4.91% | – |
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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% |