SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $245,309 | -3.7% | 4,848 | -0.3% | 0.01% | 0.0% |
Q2 2023 | $254,623 | +8.3% | 4,862 | 0.0% | 0.01% | -7.1% |
Q1 2023 | $235,175 | +58.3% | 4,862 | +47.8% | 0.01% | +55.6% |
Q4 2022 | $148,544 | -9.4% | 3,290 | -15.1% | 0.01% | -18.2% |
Q3 2022 | $164,000 | -15.9% | 3,876 | -10.4% | 0.01% | +10.0% |
Q2 2022 | $195,000 | -15.2% | 4,325 | +1.1% | 0.01% | 0.0% |
Q1 2022 | $230,000 | -10.5% | 4,276 | +88.9% | 0.01% | 0.0% |
Q4 2021 | $257,000 | +14.7% | 2,264 | +5.9% | 0.01% | +11.1% |
Q3 2021 | $224,000 | -0.4% | 2,138 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $225,000 | -33.4% | 2,138 | -36.2% | 0.01% | 0.0% |
Q1 2021 | $338,000 | +51.6% | 3,349 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $223,000 | +2.8% | 3,349 | +21.5% | 0.01% | -18.2% |
Q3 2020 | $217,000 | +26.2% | 2,756 | +15.0% | 0.01% | +10.0% |
Q2 2020 | $172,000 | +19.4% | 2,397 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $144,000 | -21.7% | 2,397 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $184,000 | +4.5% | 2,397 | -4.0% | 0.01% | -9.1% |
Q3 2019 | $176,000 | +0.6% | 2,497 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $175,000 | +1.7% | 2,497 | -2.3% | 0.01% | 0.0% |
Q1 2019 | $172,000 | +23.7% | 2,557 | +8.2% | 0.01% | +10.0% |
Q4 2018 | $139,000 | -15.2% | 2,364 | 0.0% | 0.01% | -9.1% |
Q3 2018 | $164,000 | +8.6% | 2,364 | +1.2% | 0.01% | -8.3% |
Q2 2018 | $151,000 | +2.7% | 2,335 | 0.0% | 0.01% | -7.7% |
Q1 2018 | $147,000 | -0.7% | 2,335 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $148,000 | +15.6% | 2,335 | +9.1% | 0.01% | 0.0% |
Q3 2017 | $128,000 | +106.5% | 2,140 | +96.3% | 0.01% | +116.7% |
Q2 2017 | $62,000 | +121.4% | 1,090 | +118.0% | 0.01% | +100.0% |
Q1 2017 | $28,000 | +7.7% | 500 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $26,000 | +4.0% | 500 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $25,000 | +4.2% | 500 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $24,000 | 0.0% | 500 | 0.0% | 0.00% | -25.0% |
Q1 2016 | $24,000 | – | 500 | – | 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% |