SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,687,625 | -0.5% | 408,846 | +2.9% | 6.44% | -12.3% |
| Q2 2023 | $20,799,655 | +11.5% | 397,167 | +3.0% | 7.35% | -2.6% |
| Q1 2023 | $18,647,463 | +8.9% | 385,517 | +1.7% | 7.54% | -40.5% |
| Q4 2022 | $17,123,452 | +37.3% | 379,257 | +28.8% | 12.67% | +19.0% |
| Q3 2022 | $12,471,000 | +18.6% | 294,466 | +25.0% | 10.64% | +3.0% |
| Q2 2022 | $10,518,000 | -27.7% | 235,503 | -12.9% | 10.34% | +39.1% |
| Q1 2022 | $14,552,000 | +10.0% | 270,233 | +132.5% | 7.43% | +8.4% |
| Q4 2021 | $13,229,000 | +42.7% | 116,228 | +30.4% | 6.85% | +38.8% |
| Q3 2021 | $9,271,000 | +0.2% | 89,116 | +0.2% | 4.94% | +5.0% |
| Q2 2021 | $9,248,000 | +16.9% | 88,949 | +8.0% | 4.70% | +3.2% |
| Q1 2021 | $7,908,000 | +25.8% | 82,352 | +19.2% | 4.56% | -4.8% |
| Q4 2020 | $6,284,000 | +18.3% | 69,095 | +4.9% | 4.79% | +13.6% |
| Q3 2020 | $5,310,000 | +11.5% | 65,854 | +2.5% | 4.22% | -21.5% |
| Q2 2020 | $4,762,000 | +13.8% | 64,261 | -6.0% | 5.37% | -56.8% |
| Q1 2020 | $4,186,000 | +4.6% | 68,341 | +31.2% | 12.42% | +252.0% |
| Q4 2019 | $4,001,000 | – | 52,089 | – | 3.53% | – |
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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% |