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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,183,190 | +1.9% | 62,909 | +5.5% | 2.23% | -2.9% |
| Q2 2023 | $3,122,921 | +9.8% | 59,632 | +1.4% | 2.29% | +6.1% |
| Q1 2023 | $2,844,617 | +23.8% | 58,810 | +15.6% | 2.16% | +18.4% |
| Q4 2022 | $2,297,000 | +4.1% | 50,885 | -2.3% | 1.83% | -7.0% |
| Q3 2022 | $2,207,000 | +16.0% | 52,109 | +22.3% | 1.96% | +25.5% |
| Q2 2022 | $1,903,000 | +10.3% | 42,612 | +33.0% | 1.56% | +23.1% |
| Q1 2022 | $1,725,000 | +39.6% | 32,030 | +194.9% | 1.27% | +48.0% |
| Q4 2021 | $1,236,000 | +0.9% | 10,863 | -7.8% | 0.86% | -3.9% |
| Q3 2021 | $1,225,000 | -44.6% | 11,779 | -44.6% | 0.89% | -46.0% |
| Q2 2021 | $2,211,000 | +30.4% | 21,262 | +20.4% | 1.65% | +16.8% |
| Q1 2021 | $1,696,000 | – | 17,659 | – | 1.42% | – |
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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% |