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 | $195,114 | -7.9% | 3,856 | -4.6% | 0.05% | -8.9% |
| Q2 2023 | $211,784 | +17.5% | 4,044 | +8.6% | 0.06% | +12.0% |
| Q1 2023 | $180,178 | +5.6% | 3,725 | -1.4% | 0.05% | 0.0% |
| Q4 2022 | $170,577 | +64.0% | 3,778 | +54.3% | 0.05% | +61.3% |
| Q3 2022 | $104,000 | 0.0% | 2,449 | +5.4% | 0.03% | 0.0% |
| Q2 2022 | $104,000 | +38.7% | 2,323 | +65.9% | 0.03% | +55.0% |
| Q1 2022 | $75,000 | -6.2% | 1,400 | +100.0% | 0.02% | -4.8% |
| Q4 2021 | $80,000 | +1042.9% | 700 | +993.8% | 0.02% | +950.0% |
| Q3 2021 | $7,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | – | 64 | – | 0.00% | – |
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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% |