SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,521 | -9.6% | 175,803 | -2.3% | 6.38% | -2.7% |
| Q2 2023 | $9,425 | +7.5% | 179,985 | -0.7% | 6.56% | +16.9% |
| Q1 2023 | $8,770 | -17.9% | 181,314 | -23.4% | 5.61% | -20.9% |
| Q4 2022 | $10,682 | -99.9% | 236,598 | -1.1% | 7.10% | -0.8% |
| Q3 2022 | $10,104,000 | -7.7% | 239,143 | -2.4% | 7.16% | -4.7% |
| Q2 2022 | $10,944,000 | -20.6% | 245,055 | -4.2% | 7.51% | -22.3% |
| Q1 2022 | $13,780,000 | +3.1% | 255,899 | +100.0% | 9.66% | -6.2% |
| Q4 2021 | $13,362,000 | -7.1% | 127,949 | -2.7% | 10.30% | +20.7% |
| Q3 2021 | $14,390,000 | +1.8% | 131,545 | -1.3% | 8.53% | -3.7% |
| Q2 2021 | $14,133,000 | +6.7% | 133,271 | -3.4% | 8.85% | -1.1% |
| Q1 2021 | $13,249,000 | -4.1% | 137,965 | -9.2% | 8.95% | -11.0% |
| Q4 2020 | $13,818,000 | +5.4% | 151,934 | -1.6% | 10.06% | -0.3% |
| Q3 2020 | $13,115,000 | +7.4% | 154,335 | -6.4% | 10.09% | -1.8% |
| Q2 2020 | $12,213,000 | +17.3% | 164,813 | -3.0% | 10.28% | -3.8% |
| Q1 2020 | $10,410,000 | +3.9% | 169,952 | +31.1% | 10.68% | +6.8% |
| Q4 2019 | $10,018,000 | – | 129,649 | – | 9.99% | – |
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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% |