SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,503,781 | -1.5% | 523,790 | +2.0% | 12.90% | +1.6% |
| Q2 2023 | $26,905,308 | +15.8% | 513,754 | +7.0% | 12.69% | +2.4% |
| Q1 2023 | $23,235,403 | +19.6% | 480,368 | +11.7% | 12.40% | +8.0% |
| Q4 2022 | $19,424,070 | +5.5% | 430,212 | -1.0% | 11.48% | -2.6% |
| Q3 2022 | $18,413,000 | -1.9% | 434,774 | +3.5% | 11.78% | +2.1% |
| Q2 2022 | $18,767,000 | -16.2% | 420,220 | +1.1% | 11.54% | -6.8% |
| Q1 2022 | $22,382,000 | -4.4% | 415,631 | +102.0% | 12.38% | +0.7% |
| Q4 2021 | $23,421,000 | +12.1% | 205,776 | +2.4% | 12.30% | +3.8% |
| Q3 2021 | $20,895,000 | +2.2% | 200,858 | +2.1% | 11.85% | -0.4% |
| Q2 2021 | $20,444,000 | +12.5% | 196,632 | +3.9% | 11.90% | +3.5% |
| Q1 2021 | $18,176,000 | -1.3% | 189,275 | -6.5% | 11.50% | -7.5% |
| Q4 2020 | $18,419,000 | – | 202,512 | – | 12.42% | – |
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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% |