SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,906,890 | -1.7% | 274,840 | +1.8% | 3.12% | -0.7% |
| Q2 2023 | $14,140,743 | +11.2% | 270,016 | +2.7% | 3.14% | +5.5% |
| Q1 2023 | $12,713,195 | +7.6% | 262,832 | +0.4% | 2.97% | +1.1% |
| Q4 2022 | $11,814,065 | +10.1% | 261,663 | +3.3% | 2.94% | -11.7% |
| Q3 2022 | $10,730,000 | +5.8% | 253,376 | +11.5% | 3.33% | +7.1% |
| Q2 2022 | $10,145,000 | -26.8% | 227,165 | +86.5% | 3.11% | -18.2% |
| Q4 2021 | $13,867,000 | +6.7% | 121,831 | -2.5% | 3.80% | -1.1% |
| Q3 2021 | $12,993,000 | – | 124,901 | – | 3.84% | – |
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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% |