SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,565 | -3.0% | 426 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $22,235 | +8.7% | 425 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $20,461 | +60079.4% | 423 | -43.8% | 0.01% | -45.5% |
| Q4 2022 | $34 | -99.8% | 753 | +79.3% | 0.01% | +83.3% |
| Q3 2022 | $18,000 | -5.3% | 420 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -13.6% | 418 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -8.3% | 416 | +100.0% | 0.01% | -14.3% |
| Q4 2021 | $24,000 | +9.1% | 208 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 207 | +0.5% | 0.01% | +16.7% |
| Q2 2021 | $21,000 | +5.0% | 206 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 206 | +0.5% | 0.01% | -14.3% |
| Q4 2020 | $19,000 | +18.8% | 205 | +0.5% | 0.01% | +16.7% |
| Q3 2020 | $16,000 | +6.7% | 204 | +0.5% | 0.01% | +20.0% |
| Q2 2020 | $15,000 | +25.0% | 203 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -55.6% | 202 | -42.0% | 0.01% | -54.5% |
| Q4 2019 | $27,000 | +8.0% | 348 | +0.3% | 0.01% | -21.4% |
| Q3 2019 | $25,000 | +4.2% | 347 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 346 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $23,000 | +9.5% | 346 | 0.0% | 0.02% | -15.8% |
| Q4 2018 | $21,000 | – | 346 | – | 0.02% | – |
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% |