SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,192,529 | -2.8% | 320,010 | +0.6% | 7.87% | -4.0% |
| Q2 2023 | $16,660,790 | +5.1% | 318,136 | -2.9% | 8.20% | +1.2% |
| Q1 2023 | $15,845,432 | +5.6% | 327,588 | -1.4% | 8.11% | -7.9% |
| Q4 2022 | $14,999,823 | +1.3% | 332,222 | -5.0% | 8.80% | -1.7% |
| Q3 2022 | $14,808,000 | +1.9% | 349,653 | +7.5% | 8.96% | -2.8% |
| Q2 2022 | $14,525,000 | -13.0% | 325,230 | +4.8% | 9.22% | -9.1% |
| Q1 2022 | $16,704,000 | +5.7% | 310,199 | +123.4% | 10.14% | -2.3% |
| Q4 2021 | $15,806,000 | +19.6% | 138,870 | +9.3% | 10.38% | +3.6% |
| Q3 2021 | $13,212,000 | +9.6% | 127,002 | +9.6% | 10.02% | -1.1% |
| Q2 2021 | $12,052,000 | +14.0% | 115,916 | +5.3% | 10.13% | -13.4% |
| Q1 2021 | $10,570,000 | -13.2% | 110,065 | -17.8% | 11.70% | -17.3% |
| Q4 2020 | $12,174,000 | +28.3% | 133,859 | +13.8% | 14.14% | +28.6% |
| Q3 2020 | $9,486,000 | +3.0% | 117,651 | -5.3% | 11.00% | +8.5% |
| Q2 2020 | $9,206,000 | +23.3% | 124,244 | +1.9% | 10.14% | +11.1% |
| Q1 2020 | $7,469,000 | -21.3% | 121,936 | -1.3% | 9.12% | +7.8% |
| Q4 2019 | $9,488,000 | – | 123,520 | – | 8.46% | – |
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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% |