SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,932,667 | -3.8% | 38,195 | -0.4% | 1.35% | +0.4% |
| Q2 2023 | $2,008,966 | +4.5% | 38,361 | -3.5% | 1.34% | +0.4% |
| Q1 2023 | $1,923,094 | +1.1% | 39,758 | -5.6% | 1.34% | -5.9% |
| Q4 2022 | $1,901,853 | +0.5% | 42,123 | -5.7% | 1.42% | -4.2% |
| Q3 2022 | $1,892,000 | -1.8% | 44,676 | +3.6% | 1.49% | +9.3% |
| Q2 2022 | $1,926,000 | -20.2% | 43,134 | -3.8% | 1.36% | -7.4% |
| Q1 2022 | $2,414,000 | +17.5% | 44,834 | +148.4% | 1.47% | +12.4% |
| Q4 2021 | $2,054,000 | +34.4% | 18,046 | +22.9% | 1.31% | +44.3% |
| Q3 2021 | $1,528,000 | +9.1% | 14,687 | +9.0% | 0.90% | +8.1% |
| Q2 2021 | $1,401,000 | +13.1% | 13,473 | +4.4% | 0.84% | +51.4% |
| Q1 2021 | $1,239,000 | +11.6% | 12,903 | +5.7% | 0.55% | -28.6% |
| Q4 2020 | $1,110,000 | +12.5% | 12,209 | -0.2% | 0.78% | -15.9% |
| Q3 2020 | $987,000 | +3.4% | 12,236 | -5.1% | 0.92% | +7.2% |
| Q2 2020 | $955,000 | +21.7% | 12,888 | +0.6% | 0.86% | -1.6% |
| Q1 2020 | $785,000 | -19.4% | 12,811 | +1.0% | 0.87% | -1.5% |
| Q4 2019 | $974,000 | +10.4% | 12,685 | +2.0% | 0.89% | -2.5% |
| Q3 2019 | $882,000 | -3.3% | 12,432 | -4.3% | 0.91% | -5.0% |
| Q2 2019 | $912,000 | -59.6% | 12,994 | -91.7% | 0.96% | +469.6% |
| Q1 2019 | $2,256,000 | – | 155,905 | – | 0.17% | – |
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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% |