SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $236,000 | -5.2% | 5,573 | 0.0% | 0.12% | -4.0% |
| Q2 2022 | $249,000 | -17.0% | 5,573 | 0.0% | 0.12% | -10.1% |
| Q1 2022 | $300,000 | -6.8% | 5,573 | +96.8% | 0.14% | +6.1% |
| Q4 2021 | $322,000 | +9.2% | 2,832 | 0.0% | 0.13% | +2.3% |
| Q3 2021 | $295,000 | -64.2% | 2,832 | -64.2% | 0.13% | -66.0% |
| Q2 2021 | $823,000 | -87.7% | 7,912 | -88.6% | 0.38% | -89.9% |
| Q1 2021 | $6,684,000 | +16.8% | 69,606 | +10.7% | 3.73% | +1.3% |
| Q4 2020 | $5,721,000 | +10.4% | 62,905 | -2.1% | 3.69% | +1.3% |
| Q3 2020 | $5,183,000 | +18.3% | 64,285 | +8.7% | 3.64% | +14.2% |
| Q2 2020 | $4,382,000 | +155.4% | 59,132 | +111.1% | 3.19% | +124.4% |
| Q1 2020 | $1,716,000 | -64.8% | 28,015 | -55.8% | 1.42% | -59.3% |
| Q4 2019 | $4,870,000 | +5.4% | 63,404 | +1.1% | 3.49% | +2.2% |
| Q3 2019 | $4,620,000 | – | 62,699 | – | 3.41% | – |
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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% |