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 | $1,934,483 | -0.8% | 38,231 | +2.7% | 0.04% | 0.0% |
| Q2 2023 | $1,949,427 | +11.0% | 37,224 | +2.6% | 0.04% | -4.9% |
| Q1 2023 | $1,755,723 | +2.0% | 36,298 | -4.8% | 0.04% | -14.6% |
| Q4 2022 | $1,721,769 | +12.2% | 38,134 | +5.3% | 0.05% | +14.3% |
| Q3 2022 | $1,534,000 | +5.7% | 36,218 | +11.5% | 0.04% | -4.5% |
| Q2 2022 | $1,451,000 | -17.0% | 32,486 | +0.1% | 0.04% | +4.8% |
| Q1 2022 | $1,748,000 | +2.8% | 32,469 | +117.2% | 0.04% | +7.7% |
| Q4 2021 | $1,701,000 | -8.9% | 14,946 | -16.7% | 0.04% | -22.0% |
| Q3 2021 | $1,868,000 | +6.0% | 17,953 | +6.0% | 0.05% | -3.8% |
| Q2 2021 | $1,762,000 | +22.9% | 16,944 | +13.5% | 0.05% | -11.9% |
| Q1 2021 | $1,434,000 | +12.6% | 14,934 | +6.7% | 0.06% | +3.5% |
| Q4 2020 | $1,273,000 | +14.6% | 14,000 | +1.6% | 0.06% | -5.0% |
| Q3 2020 | $1,111,000 | +8.8% | 13,783 | +0.1% | 0.06% | -9.1% |
| Q2 2020 | $1,021,000 | +21.1% | 13,776 | +0.0% | 0.07% | -2.9% |
| Q1 2020 | $843,000 | -20.6% | 13,771 | -0.4% | 0.07% | -26.9% |
| Q4 2019 | $1,062,000 | – | 13,833 | – | 0.09% | – |
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% |