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 | $932,152 | -9.6% | 18,414 | -6.4% | 0.06% | -8.2% |
| Q2 2023 | $1,030,683 | +4.6% | 19,680 | -3.4% | 0.06% | -1.6% |
| Q1 2023 | $985,364 | -1.6% | 20,371 | -8.1% | 0.06% | -13.9% |
| Q4 2022 | $1,001,140 | +3.6% | 22,174 | -2.9% | 0.07% | -7.7% |
| Q3 2022 | $966,000 | -99.9% | 22,833 | +0.3% | 0.08% | +1.3% |
| Q2 2022 | $1,016,943,000 | +83324.4% | 22,770 | +0.5% | 0.08% | -4.9% |
| Q1 2022 | $1,219,000 | -5.3% | 22,647 | +100.2% | 0.08% | -3.6% |
| Q4 2021 | $1,287,000 | +3.0% | 11,313 | -5.9% | 0.08% | -5.6% |
| Q3 2021 | $1,250,000 | -15.5% | 12,018 | -15.5% | 0.09% | -25.2% |
| Q2 2021 | $1,479,000 | -30.9% | 14,226 | -36.2% | 0.12% | -33.5% |
| Q1 2021 | $2,140,000 | -26.7% | 22,288 | -30.6% | 0.18% | -44.2% |
| Q4 2020 | $2,921,000 | – | 32,125 | – | 0.32% | – |
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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% |