SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,960 | -7.2% | 11,778 | -3.9% | 0.23% | -5.8% |
| Q2 2023 | $642,024 | +7.6% | 12,259 | -0.6% | 0.24% | -1.6% |
| Q1 2023 | $596,664 | +1.8% | 12,335 | -5.0% | 0.24% | -4.7% |
| Q4 2022 | $585,996 | +6.7% | 12,979 | +0.2% | 0.26% | -1.2% |
| Q3 2022 | $549,000 | -6.3% | 12,957 | -1.2% | 0.26% | -1.1% |
| Q2 2022 | $586,000 | -52.8% | 13,121 | -43.1% | 0.26% | -46.9% |
| Q1 2022 | $1,242,000 | -12.2% | 23,071 | +85.6% | 0.49% | -14.1% |
| Q4 2021 | $1,415,000 | – | 12,433 | – | 0.57% | – |
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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% |