SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,111 | -3.4% | 7,769 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $406,863 | +8.3% | 7,769 | 0.0% | 0.06% | +3.6% |
| Q1 2023 | $375,787 | +7.1% | 7,769 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $350,770 | +9.3% | 7,769 | +2.5% | 0.06% | -1.8% |
| Q3 2022 | $321,000 | +47.2% | 7,577 | +87.1% | 0.06% | +75.0% |
| Q1 2022 | $218,000 | -23.8% | 4,050 | +60.9% | 0.03% | -25.6% |
| Q4 2021 | $286,000 | +9.2% | 2,517 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $262,000 | -1.1% | 2,517 | -1.3% | 0.04% | 0.0% |
| Q2 2021 | $265,000 | +8.2% | 2,550 | 0.0% | 0.04% | +5.1% |
| Q1 2021 | $245,000 | -0.4% | 2,550 | -5.9% | 0.04% | -2.5% |
| Q4 2020 | $246,000 | +6.5% | 2,709 | -5.3% | 0.04% | -9.1% |
| Q3 2020 | $231,000 | +9.0% | 2,860 | 0.0% | 0.04% | +4.8% |
| Q2 2020 | $212,000 | -47.7% | 2,860 | -45.7% | 0.04% | -45.5% |
| Q4 2019 | $405,000 | – | 5,268 | – | 0.08% | – |
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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% |