SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $252,945 | +6.7% | 5,229 | -6.8% | 0.02% | -24.0% |
Q3 2022 | $237,000 | -60.0% | 5,608 | -57.8% | 0.02% | -55.4% |
Q2 2022 | $593,000 | +106.6% | 13,297 | +149.1% | 0.06% | +133.3% |
Q1 2022 | $287,000 | -10.9% | 5,339 | +88.6% | 0.02% | -11.1% |
Q4 2021 | $322,000 | +46.4% | 2,831 | +33.5% | 0.03% | +8.0% |
Q3 2021 | $220,000 | -6.4% | 2,120 | -6.4% | 0.02% | -10.7% |
Q2 2021 | $235,000 | +3.1% | 2,265 | -4.7% | 0.03% | -22.2% |
Q1 2021 | $228,000 | -14.3% | 2,377 | -18.8% | 0.04% | -35.7% |
Q4 2020 | $266,000 | +4.3% | 2,927 | -7.8% | 0.06% | -11.1% |
Q3 2020 | $255,000 | – | 3,174 | – | 0.06% | – |
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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% |