SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748,839 | -4.5% | 14,799 | -1.2% | 0.15% | -0.7% |
| Q2 2023 | $784,408 | +9.6% | 14,978 | +1.2% | 0.15% | +0.7% |
| Q1 2023 | $715,837 | +6.3% | 14,799 | -0.8% | 0.15% | -5.2% |
| Q4 2022 | $673,504 | +48.3% | 14,917 | +39.2% | 0.15% | +29.4% |
| Q3 2022 | $454,000 | -5.0% | 10,714 | +0.0% | 0.12% | -2.5% |
| Q2 2022 | $478,000 | -18.8% | 10,711 | -2.1% | 0.12% | -11.6% |
| Q1 2022 | $589,000 | -5.5% | 10,941 | +100.0% | 0.14% | -8.0% |
| Q4 2021 | $623,000 | -15.0% | 5,470 | -22.4% | 0.15% | -24.6% |
| Q3 2021 | $733,000 | 0.0% | 7,048 | +0.0% | 0.20% | 0.0% |
| Q2 2021 | $733,000 | +8.3% | 7,046 | +0.0% | 0.20% | -4.8% |
| Q1 2021 | $677,000 | +5.6% | 7,045 | +0.0% | 0.21% | -5.0% |
| Q4 2020 | $641,000 | +8.3% | 7,044 | -4.1% | 0.22% | -7.2% |
| Q3 2020 | $592,000 | +2.4% | 7,342 | -5.9% | 0.24% | -1.7% |
| Q2 2020 | $578,000 | +20.9% | 7,804 | +0.0% | 0.24% | +3.4% |
| Q1 2020 | $478,000 | -20.7% | 7,802 | -0.6% | 0.23% | -19.7% |
| Q4 2019 | $603,000 | +16.2% | 7,853 | +7.3% | 0.29% | -1.7% |
| Q3 2019 | $519,000 | +1.2% | 7,321 | +0.1% | 0.30% | -2.3% |
| Q2 2019 | $513,000 | +3.8% | 7,311 | 0.0% | 0.30% | -4.4% |
| Q1 2019 | $494,000 | +13.3% | 7,311 | +0.0% | 0.32% | -1.2% |
| Q4 2018 | $436,000 | – | 7,310 | – | 0.32% | – |
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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% |