SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,637 | -10.7% | 12,562 | -7.6% | 0.10% | -9.7% |
| Q2 2023 | $711,708 | +2.3% | 13,590 | -5.5% | 0.11% | -4.2% |
| Q1 2023 | $695,899 | +4.6% | 14,387 | -2.4% | 0.12% | -1.7% |
| Q4 2022 | $665,285 | +4.9% | 14,735 | -1.6% | 0.12% | +7.1% |
| Q3 2022 | $634,000 | -9.0% | 14,978 | -4.0% | 0.11% | -11.8% |
| Q2 2022 | $697,000 | -8.0% | 15,601 | +0.8% | 0.13% | -11.8% |
| Q1 2022 | $758,000 | +21.9% | 15,470 | +182.9% | 0.14% | +2.9% |
| Q4 2021 | $622,000 | +6.1% | 5,469 | -3.0% | 0.14% | -10.8% |
| Q3 2021 | $586,000 | -1.3% | 5,637 | -1.3% | 0.16% | -15.1% |
| Q2 2021 | $594,000 | +118.4% | 5,710 | +22.8% | 0.18% | +1.1% |
| Q1 2020 | $272,000 | -16.0% | 4,649 | +10.3% | 0.18% | -2.7% |
| Q4 2019 | $324,000 | +4.9% | 4,214 | -4.6% | 0.19% | -9.2% |
| Q3 2019 | $309,000 | +2.7% | 4,418 | +3.7% | 0.21% | 0.0% |
| Q2 2019 | $301,000 | – | 4,261 | – | 0.21% | – |
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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% |