SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,210,352 | -11.5% | 23,920 | -8.5% | 0.21% | -10.5% |
| Q2 2023 | $1,368,323 | -4.2% | 26,128 | -11.5% | 0.24% | -12.5% |
| Q1 2023 | $1,428,269 | +7.1% | 29,528 | 0.0% | 0.27% | -7.5% |
| Q4 2022 | $1,333,189 | +6.6% | 29,528 | 0.0% | 0.29% | +6.2% |
| Q3 2022 | $1,251,000 | -10.1% | 29,528 | -5.2% | 0.28% | -5.2% |
| Q2 2022 | $1,391,000 | -17.1% | 31,150 | 0.0% | 0.29% | +10.6% |
| Q1 2022 | $1,677,000 | -5.4% | 31,150 | +100.0% | 0.26% | -1.5% |
| Q4 2021 | $1,773,000 | +7.9% | 15,577 | -1.4% | 0.27% | +1.1% |
| Q3 2021 | $1,643,000 | -3.3% | 15,793 | -3.3% | 0.26% | +0.4% |
| Q2 2021 | $1,699,000 | +7.2% | 16,339 | -6.3% | 0.26% | -14.1% |
| Q4 2020 | $1,585,000 | +7.3% | 17,437 | -12.5% | 0.31% | -20.1% |
| Q2 2020 | $1,477,000 | – | 19,939 | – | 0.38% | – |
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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% |