SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,021 | -3.2% | 850 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $44,430 | +8.5% | 848 | +0.1% | 0.02% | 0.0% |
| Q1 2023 | $40,951 | -9.6% | 847 | -15.6% | 0.02% | -15.4% |
| Q4 2022 | $45,275 | +7.8% | 1,003 | +0.2% | 0.03% | +4.0% |
| Q3 2022 | $42,000 | -12.5% | 1,001 | -7.2% | 0.02% | -16.7% |
| Q2 2022 | $48,000 | -22.6% | 1,079 | -6.3% | 0.03% | 0.0% |
| Q1 2022 | $62,000 | +26.5% | 1,152 | +169.8% | 0.03% | +30.4% |
| Q4 2021 | $49,000 | -2.0% | 427 | -10.9% | 0.02% | -25.8% |
| Q3 2021 | $50,000 | – | 479 | – | 0.03% | – |
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% |