SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $579,830 | -11.8% | 11,987 | -17.7% | 0.52% | -9.6% |
| Q4 2022 | $657,718 | +6.8% | 14,567 | +0.1% | 0.58% | -13.2% |
| Q3 2022 | $616,000 | -5.1% | 14,554 | +0.2% | 0.67% | +20.5% |
| Q2 2022 | $649,000 | -17.0% | 14,531 | +0.1% | 0.56% | 0.0% |
| Q1 2022 | $782,000 | -7.7% | 14,523 | +95.1% | 0.56% | -5.8% |
| Q4 2021 | $847,000 | +3.5% | 7,442 | -5.3% | 0.59% | -10.6% |
| Q3 2021 | $818,000 | – | 7,862 | – | 0.66% | – |
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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% |