SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,635 | +8.3% | 8,392 | +12.1% | 0.06% | +7.0% |
| Q2 2023 | $392,147 | +4.5% | 7,488 | -3.5% | 0.06% | -5.0% |
| Q1 2023 | $375,303 | +3.7% | 7,759 | -3.2% | 0.06% | -4.8% |
| Q4 2022 | $362,013 | +14.2% | 8,018 | +7.1% | 0.06% | -6.0% |
| Q3 2022 | $317,000 | -21.7% | 7,488 | -17.4% | 0.07% | -25.6% |
| Q2 2022 | $405,000 | -37.7% | 9,064 | -24.9% | 0.09% | -30.8% |
| Q1 2022 | $650,000 | – | 12,070 | – | 0.13% | – |
Download | ||||||
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% |