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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $898 | +110.3% | 17,403 | +97.0% | 0.02% | +4.8% |
| Q1 2023 | $427 | +13.9% | 8,835 | +6.3% | 0.02% | 0.0% |
| Q4 2022 | $375 | -99.9% | 8,314 | -3.8% | 0.02% | -4.5% |
| Q3 2022 | $366,000 | -4.9% | 8,639 | +0.3% | 0.02% | +4.8% |
| Q2 2022 | $385,000 | -11.7% | 8,617 | +6.4% | 0.02% | -8.7% |
| Q1 2022 | $436,000 | -2.9% | 8,100 | +105.5% | 0.02% | +4.5% |
| Q4 2021 | $449,000 | -9.7% | 3,941 | -17.5% | 0.02% | -24.1% |
| Q3 2021 | $497,000 | -2.0% | 4,778 | -2.1% | 0.03% | -6.5% |
| Q2 2021 | $507,000 | +9.7% | 4,881 | +1.6% | 0.03% | -11.4% |
| Q1 2021 | $462,000 | -59.5% | 4,806 | -67.6% | 0.04% | -81.8% |
| Q4 2019 | $1,140,000 | +12.9% | 14,836 | +4.2% | 0.19% | -1.5% |
| Q3 2019 | $1,010,000 | +3.3% | 14,238 | +2.2% | 0.20% | -4.9% |
| Q2 2019 | $978,000 | +15.7% | 13,929 | +11.4% | 0.20% | -7.2% |
| Q1 2019 | $845,000 | +73.5% | 12,504 | +53.3% | 0.22% | +34.8% |
| Q4 2018 | $487,000 | -9.8% | 8,154 | +5.0% | 0.16% | -18.0% |
| Q3 2018 | $540,000 | – | 7,766 | – | 0.20% | – |
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% |