SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,356,998 | -3.5% | 26,818 | -0.2% | 0.69% | +0.1% |
| Q2 2023 | $1,406,852 | +7.6% | 26,864 | -0.6% | 0.69% | +1.8% |
| Q1 2023 | $1,307,329 | +7.1% | 27,028 | -0.1% | 0.68% | -2.9% |
| Q4 2022 | $1,221,077 | +3.2% | 27,045 | -3.2% | 0.70% | -6.1% |
| Q3 2022 | $1,183,000 | -11.3% | 27,943 | -0.4% | 0.74% | -2.6% |
| Q2 2022 | $1,333,000 | -3.5% | 28,068 | +3.3% | 0.76% | +1.5% |
| Q1 2022 | $1,381,000 | +1.2% | 27,182 | +112.6% | 0.75% | +4.7% |
| Q4 2021 | $1,364,000 | +1.7% | 12,783 | +7.9% | 0.72% | +3.9% |
| Q3 2021 | $1,341,000 | +4.4% | 11,842 | -1.1% | 0.69% | -1.9% |
| Q2 2021 | $1,285,000 | +9.8% | 11,973 | +1.5% | 0.70% | +4.3% |
| Q1 2021 | $1,170,000 | +85.7% | 11,792 | +77.4% | 0.67% | +79.9% |
| Q4 2020 | $630,000 | +33.2% | 6,646 | +18.2% | 0.37% | +11.0% |
| Q3 2020 | $473,000 | +4.4% | 5,623 | -3.3% | 0.34% | -4.0% |
| Q2 2020 | $453,000 | +12.1% | 5,812 | -1.7% | 0.35% | -8.6% |
| Q1 2020 | $404,000 | -5.4% | 5,910 | +8.0% | 0.38% | -3.3% |
| Q4 2019 | $427,000 | – | 5,471 | – | 0.40% | – |
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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% |