SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,238 | -99.9% | 479,005 | +1.1% | 14.20% | +0.7% |
| Q2 2023 | $24,801,802 | +10.2% | 473,588 | +1.8% | 14.09% | +4.9% |
| Q1 2023 | $22,507,358 | +17.2% | 465,316 | +9.4% | 13.44% | +7.3% |
| Q4 2022 | $19,203,514 | +9.1% | 425,326 | +2.4% | 12.53% | +2.1% |
| Q3 2022 | $17,598,000 | -0.8% | 415,541 | +4.6% | 12.26% | +3.4% |
| Q2 2022 | $17,745,000 | +8.0% | 397,332 | +30.2% | 11.86% | +22.9% |
| Q1 2022 | $16,428,000 | -4.6% | 305,065 | +101.6% | 9.66% | -1.8% |
| Q4 2021 | $17,219,000 | +10.9% | 151,285 | +1.3% | 9.84% | +2.1% |
| Q3 2021 | $15,530,000 | – | 149,287 | – | 9.64% | – |
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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% |