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 | $950,039 | -15.7% | 18,775 | -12.8% | 0.38% | -11.5% |
| Q2 2023 | $1,127,596 | -10.2% | 21,531 | -17.0% | 0.43% | -15.8% |
| Q1 2023 | $1,255,999 | -0.8% | 25,950 | -7.4% | 0.51% | -7.7% |
| Q4 2022 | $1,265,672 | +6.8% | 28,033 | +0.2% | 0.55% | -0.4% |
| Q3 2022 | $1,185,000 | -9.8% | 27,988 | -4.9% | 0.55% | -5.5% |
| Q2 2022 | $1,314,000 | -16.7% | 29,418 | +0.4% | 0.58% | +0.3% |
| Q1 2022 | $1,578,000 | -10.5% | 29,299 | +89.0% | 0.58% | -7.8% |
| Q4 2021 | $1,764,000 | – | 15,499 | – | 0.63% | – |
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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% |