SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,690 | -3.8% | 25,153 | -0.5% | 0.05% | -3.6% |
| Q2 2023 | $1,323,336 | +7.0% | 25,277 | -1.1% | 0.06% | -5.2% |
| Q1 2023 | $1,236,216 | +10.2% | 25,552 | +2.8% | 0.06% | +1.8% |
| Q4 2022 | $1,121,528 | +29.4% | 24,849 | +21.4% | 0.06% | +16.3% |
| Q3 2022 | $867,000 | -5.0% | 20,476 | +0.1% | 0.05% | -2.0% |
| Q2 2022 | $913,000 | +161.6% | 20,463 | +416.9% | 0.05% | +150.0% |
| Q1 2022 | $349,000 | +11.5% | 3,959 | +35.2% | 0.02% | +5.3% |
| Q4 2021 | $313,000 | +3.0% | 2,929 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $304,000 | +1.0% | 2,929 | -3.6% | 0.02% | -4.5% |
| Q2 2021 | $301,000 | +8.7% | 3,037 | +5.3% | 0.02% | -18.5% |
| Q1 2021 | $277,000 | -25.1% | 2,884 | -29.1% | 0.03% | -28.9% |
| Q4 2020 | $370,000 | +42.3% | 4,065 | +26.0% | 0.04% | +18.8% |
| Q3 2020 | $260,000 | +6.6% | 3,225 | -2.0% | 0.03% | -20.0% |
| Q2 2020 | $244,000 | – | 3,290 | – | 0.04% | – |
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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% |