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 | $7,064,218 | -5.7% | 139,609 | -2.4% | 5.65% | -2.7% |
| Q2 2023 | $7,487,644 | -5.9% | 142,976 | -13.1% | 5.80% | -10.1% |
| Q1 2023 | $7,959,994 | +11.3% | 164,565 | +3.8% | 6.46% | +14.3% |
| Q4 2022 | $7,155,005 | +5.9% | 158,472 | -0.7% | 5.65% | -6.1% |
| Q3 2022 | $6,759,000 | -4.9% | 159,605 | +0.3% | 6.02% | -0.3% |
| Q2 2022 | $7,104,000 | -3.9% | 159,075 | +15.8% | 6.04% | +3.5% |
| Q1 2022 | $7,395,000 | -8.5% | 137,317 | +93.4% | 5.83% | -8.3% |
| Q4 2021 | $8,083,000 | – | 71,014 | – | 6.36% | – |
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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% |