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 | $5,117,178 | -5.3% | 101,130 | -2.0% | 0.72% | -5.5% |
| Q2 2023 | $5,402,804 | +6.9% | 103,166 | -1.2% | 0.76% | -3.5% |
| Q1 2023 | $5,053,021 | +98940.0% | 104,466 | -7.6% | 0.79% | -19.1% |
| Q4 2022 | $5,102 | +15.2% | 113,008 | +8.0% | 0.98% | +2.1% |
| Q3 2022 | $4,430 | +70.6% | 104,593 | +79.9% | 0.96% | +47.8% |
| Q2 2022 | $2,596 | -99.9% | 58,130 | +78.7% | 0.65% | +51.2% |
| Q1 2022 | $1,752,000 | -30.1% | 32,530 | +35.0% | 0.43% | -50.6% |
| Q3 2021 | $2,506,000 | +2.5% | 24,090 | -5.4% | 0.87% | +1.6% |
| Q1 2021 | $2,445,000 | +6.3% | 25,465 | +0.7% | 0.85% | -6.4% |
| Q4 2020 | $2,300,000 | – | 25,290 | – | 0.91% | – |
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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% |