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 | $1,306,014 | +26.5% | 25,811 | +30.5% | 0.55% | +29.7% |
| Q2 2023 | $1,032,084 | +5.5% | 19,781 | -2.2% | 0.43% | -2.7% |
| Q1 2023 | $977,844 | +5.6% | 20,216 | -1.5% | 0.44% | -5.6% |
| Q4 2022 | $926,197 | +5.9% | 20,514 | -0.7% | 0.46% | -3.9% |
| Q3 2022 | $875,000 | -5.2% | 20,660 | +0.0% | 0.48% | -13.7% |
| Q2 2022 | $923,000 | -14.5% | 20,655 | +3.1% | 0.56% | -10.1% |
| Q1 2022 | $1,079,000 | -8.2% | 20,041 | +94.0% | 0.62% | -12.1% |
| Q4 2021 | $1,176,000 | +6.7% | 10,333 | -2.5% | 0.71% | -6.0% |
| Q3 2021 | $1,102,000 | -2.7% | 10,595 | -2.7% | 0.76% | -3.1% |
| Q2 2021 | $1,132,000 | +8.8% | 10,885 | +0.5% | 0.78% | -14.7% |
| Q1 2021 | $1,040,000 | +4.0% | 10,836 | -1.5% | 0.91% | -1.1% |
| Q4 2020 | $1,000,000 | – | 10,999 | – | 0.92% | – |
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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% |