SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 799 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,362 | -3.1% | 817 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $42,689 | +8.6% | 815 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $39,322 | +7.4% | 813 | +0.2% | 0.01% | -9.1% |
| Q4 2022 | $36,601 | -14.9% | 811 | -20.6% | 0.01% | -21.4% |
| Q3 2022 | $43,000 | -6.5% | 1,022 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $46,000 | -16.4% | 1,022 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $55,000 | +129.2% | 1,022 | +375.3% | 0.02% | +128.6% |
| Q4 2021 | $24,000 | +9.1% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 215 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $22,000 | +4.8% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | -35.5% | 215 | -44.9% | 0.01% | -46.7% |
| Q3 2020 | $31,000 | – | 390 | – | 0.02% | – |
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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% |