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 | $6,318,936 | +6.2% | 124,880 | +9.9% | 0.41% | +12.7% |
| Q2 2023 | $5,949,031 | +678.5% | 113,596 | +619.0% | 0.36% | +640.8% |
| Q1 2023 | $764,205 | +4.1% | 15,799 | -2.9% | 0.05% | -5.8% |
| Q4 2022 | $734,371 | +85093.9% | 16,265 | -20.1% | 0.05% | -22.4% |
| Q3 2022 | $862 | -7.2% | 20,362 | -2.1% | 0.07% | -8.2% |
| Q2 2022 | $929 | -24.0% | 20,806 | -8.4% | 0.07% | -12.0% |
| Q1 2022 | $1,223 | -2.5% | 22,715 | +105.9% | 0.08% | -14.4% |
| Q4 2021 | $1,255 | – | 11,030 | – | 0.10% | – |
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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% |