SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,948 | -4.3% | 1,580 | -0.9% | 0.04% | -4.3% |
| Q2 2023 | $83,528 | +0.6% | 1,595 | -7.1% | 0.05% | -6.0% |
| Q1 2023 | $83,041 | +6.5% | 1,717 | -0.7% | 0.05% | -2.0% |
| Q4 2022 | $78,000 | -15.2% | 1,729 | -20.4% | 0.05% | -25.0% |
| Q3 2022 | $92,000 | -8.0% | 2,173 | -3.3% | 0.07% | -8.1% |
| Q2 2022 | $100,000 | -14.5% | 2,246 | +3.3% | 0.07% | -17.8% |
| Q1 2022 | $117,000 | -20.9% | 2,174 | +67.2% | 0.09% | -20.4% |
| Q4 2021 | $148,000 | – | 1,300 | – | 0.11% | – |
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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% |