SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $183,374 | -3.4% | 3,624 | 0.0% | 0.17% | -2.4% |
| Q2 2023 | $189,789 | -44.0% | 3,624 | +11.2% | 0.17% | +0.6% |
| Q3 2021 | $339,000 | -5.8% | 3,259 | -5.8% | 0.17% | +21.6% |
| Q2 2021 | $360,000 | +12.1% | 3,459 | +3.3% | 0.14% | +14.9% |
| Q1 2021 | $321,000 | -5.6% | 3,347 | -10.6% | 0.12% | -4.7% |
| Q4 2020 | $340,000 | +12.6% | 3,743 | 0.0% | 0.13% | +6.7% |
| Q3 2020 | $302,000 | +9.0% | 3,743 | 0.0% | 0.12% | +2.6% |
| Q2 2020 | $277,000 | +21.0% | 3,743 | 0.0% | 0.12% | -4.9% |
| Q1 2020 | $229,000 | -7.7% | 3,743 | 0.0% | 0.12% | +3.4% |
| Q4 2019 | $248,000 | – | 3,743 | – | 0.12% | – |
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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% |