SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,997,128 | +0.1% | 158,046 | +3.6% | 2.09% | +3.5% |
| Q2 2023 | $7,991,138 | +12.7% | 152,590 | +4.1% | 2.02% | +9.6% |
| Q1 2023 | $7,088,333 | +12.3% | 146,544 | +4.8% | 1.84% | +7.8% |
| Q4 2022 | $6,311,789 | +14.7% | 139,796 | +7.6% | 1.71% | +1.4% |
| Q3 2022 | $5,502,000 | +6.7% | 129,909 | +12.5% | 1.68% | +8.7% |
| Q2 2022 | $5,155,000 | +0.5% | 115,425 | +21.1% | 1.55% | +7.0% |
| Q1 2022 | $5,131,000 | +24.2% | 95,282 | +162.6% | 1.45% | +15.9% |
| Q4 2021 | $4,130,000 | +45.5% | 36,281 | +32.9% | 1.25% | +30.5% |
| Q3 2021 | $2,839,000 | +29.7% | 27,291 | +29.6% | 0.96% | +26.6% |
| Q2 2021 | $2,189,000 | +57.3% | 21,054 | +45.2% | 0.76% | +44.5% |
| Q1 2021 | $1,392,000 | +81.2% | 14,497 | +71.7% | 0.52% | +73.5% |
| Q4 2020 | $768,000 | +113.3% | 8,442 | +89.3% | 0.30% | +72.6% |
| Q3 2020 | $360,000 | +287.1% | 4,459 | +254.2% | 0.18% | +272.3% |
| Q2 2020 | $93,000 | +20.8% | 1,259 | 0.0% | 0.05% | -2.1% |
| Q1 2020 | $77,000 | +113.9% | 1,259 | +169.6% | 0.05% | +182.4% |
| Q4 2019 | $36,000 | +9.1% | 467 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $33,000 | +1550.0% | 467 | +1456.7% | 0.02% | +1600.0% |
| Q2 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 30 | – | 0.00% | – |
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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% |