SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $970,902 | +24.7% | 19,188 | +29.1% | 0.15% | +25.4% |
| Q2 2023 | $778,323 | +17.5% | 14,862 | +8.5% | 0.12% | +13.0% |
| Q1 2023 | $662,471 | +12.8% | 13,696 | +5.2% | 0.11% | +8.0% |
| Q4 2022 | $587,546 | +11.7% | 13,013 | +4.7% | 0.10% | +9.9% |
| Q3 2022 | $526,000 | +0.4% | 12,428 | +6.0% | 0.09% | -34.5% |
| Q2 2022 | $524,000 | -15.5% | 11,727 | +1.9% | 0.14% | +61.6% |
| Q1 2022 | $620,000 | -5.9% | 11,507 | +98.8% | 0.09% | +2.4% |
| Q4 2021 | $659,000 | +10.8% | 5,787 | +1.1% | 0.08% | +6.3% |
| Q3 2021 | $595,000 | -1.0% | 5,722 | -1.0% | 0.08% | -4.8% |
| Q2 2021 | $601,000 | +8.9% | 5,778 | +0.5% | 0.08% | +1.2% |
| Q1 2021 | $552,000 | +6.6% | 5,748 | +0.9% | 0.08% | +10.8% |
| Q4 2020 | $518,000 | +13.6% | 5,695 | +0.7% | 0.07% | 0.0% |
| Q3 2020 | $456,000 | +2.5% | 5,655 | -2.1% | 0.07% | +4.2% |
| Q2 2020 | $445,000 | +14.7% | 5,774 | +1.7% | 0.07% | +1.4% |
| Q1 2020 | $388,000 | -3.5% | 5,676 | -0.4% | 0.07% | 0.0% |
| Q4 2019 | $402,000 | +2.0% | 5,699 | +2.5% | 0.07% | -6.7% |
| Q3 2019 | $394,000 | +1.3% | 5,559 | +0.2% | 0.08% | -1.3% |
| Q2 2019 | $389,000 | +14.4% | 5,548 | +10.3% | 0.08% | +10.1% |
| Q1 2019 | $340,000 | +14.5% | 5,032 | +1.2% | 0.07% | +6.2% |
| Q4 2018 | $297,000 | – | 4,974 | – | 0.06% | – |
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% |