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 | $405 | -97.0% | 8 | -96.9% | 0.00% | -100.0% |
| Q2 2023 | $13,511 | -9.3% | 258 | -16.2% | 0.00% | 0.0% |
| Q1 2023 | $14,898 | +7.1% | 308 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,906 | +7.0% | 308 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 308 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -17.6% | 308 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $17,000 | -5.6% | 308 | +100.0% | 0.01% | -16.7% |
| Q4 2021 | $18,000 | +12.5% | 154 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $16,000 | 0.0% | 154 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $16,000 | +6.7% | 154 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 154 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 154 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 154 | +2.7% | 0.01% | -14.3% |
| Q2 2020 | $11,000 | +22.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | +9.1% | 150 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $11,000 | +10.0% | 150 | 0.0% | 0.01% | -22.2% |
| Q1 2019 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | – | 150 | – | 0.01% | – |
Download | ||||||
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% |