SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $165,098,000 | +10.9% | 3,152,536 | +2.4% | 19.17% | +3.3% |
| Q1 2023 | $148,865,000 | +15.9% | 3,077,635 | +8.2% | 18.56% | +0.5% |
| Q4 2022 | $128,388,000 | -2.0% | 2,843,585 | -8.1% | 18.47% | -17.1% |
| Q3 2022 | $131,016,000 | +2.6% | 3,093,644 | +8.1% | 22.28% | -4.4% |
| Q2 2022 | $127,756,000 | -17.1% | 2,860,639 | -0.0% | 23.30% | -6.0% |
| Q1 2022 | $154,063,000 | -1.1% | 2,860,972 | +109.1% | 24.79% | +3.3% |
| Q4 2021 | $155,718,000 | +23.7% | 1,368,107 | +13.1% | 24.00% | +17.1% |
| Q3 2021 | $125,838,000 | -2.6% | 1,209,635 | -2.7% | 20.50% | +6.9% |
| Q2 2021 | $129,263,000 | +54.6% | 1,243,275 | +42.8% | 19.18% | +34.7% |
| Q1 2021 | $83,612,000 | – | 870,682 | – | 14.24% | – |
Download | ||||||
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% |