SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,887,963 | +22.5% | 96,589 | +26.7% | 1.30% | +22.7% |
Q2 2023 | $3,989,279 | +18.5% | 76,225 | +9.4% | 1.06% | +12.0% |
Q1 2023 | $3,366,137 | +10.9% | 69,655 | +3.7% | 0.94% | +4.0% |
Q4 2022 | $3,034,085 | +42.4% | 67,191 | +33.6% | 0.91% | +32.2% |
Q3 2022 | $2,130,000 | +19.5% | 50,291 | +26.1% | 0.69% | +22.9% |
Q2 2022 | $1,782,000 | -99.9% | 39,888 | +5.2% | 0.56% | -4.0% |
Q1 2022 | $2,042,000,000 | -25.9% | 37,906 | +56.6% | 0.58% | -67.6% |
Q4 2021 | $2,755,000,000 | +105536.5% | 24,207 | -3.4% | 1.79% | +39.6% |
Q3 2021 | $2,608,000 | +14.7% | 25,054 | +14.7% | 1.28% | +54.1% |
Q2 2021 | $2,273,000 | +83.9% | 21,838 | +69.7% | 0.83% | +73.5% |
Q1 2021 | $1,236,000 | +0.5% | 12,866 | -4.9% | 0.48% | -9.4% |
Q4 2020 | $1,230,000 | +15.4% | 13,523 | +2.3% | 0.53% | -7.2% |
Q3 2020 | $1,066,000 | – | 13,223 | – | 0.57% | – |
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% |