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 2023 | $6,290,344 | -6.4% | 124,315 | -3.2% | 2.53% | -0.7% |
| Q2 2023 | $6,722,859 | +4.9% | 128,372 | -3.1% | 2.54% | -2.2% |
| Q1 2023 | $6,408,922 | -4.5% | 132,498 | -10.9% | 2.60% | -10.2% |
| Q4 2022 | $6,713,449 | +5.0% | 148,692 | -1.5% | 2.90% | +1.5% |
| Q3 2022 | $6,394,000 | -10.0% | 150,988 | -5.1% | 2.86% | -22.5% |
| Q2 2022 | $7,104,000 | -22.4% | 159,069 | -6.4% | 3.68% | -28.0% |
| Q1 2022 | $9,154,000 | -12.4% | 169,982 | +85.2% | 5.11% | -7.5% |
| Q4 2021 | $10,445,000 | +4.6% | 91,764 | -4.4% | 5.53% | -5.7% |
| Q3 2021 | $9,990,000 | +1065.7% | 96,031 | +1588.3% | 5.86% | +1063.3% |
| Q2 2021 | $857,000 | -94.5% | 5,688 | -96.5% | 0.50% | -94.1% |
| Q1 2021 | $15,587,000 | -2.9% | 162,309 | -8.1% | 8.60% | +0.2% |
| Q4 2020 | $16,055,000 | +14.4% | 176,521 | +1.4% | 8.58% | +2.4% |
| Q3 2020 | $14,031,000 | +9.7% | 174,011 | +0.9% | 8.38% | +10.5% |
| Q2 2020 | $12,785,000 | – | 172,543 | – | 7.58% | – |
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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% |