SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,918 | -71.4% | 7,113 | -70.4% | 0.27% | -71.2% |
| Q2 2023 | $1,259,865 | +7.9% | 24,057 | -0.3% | 0.95% | +0.5% |
| Q1 2023 | $1,167,216 | +7.1% | 24,131 | 0.0% | 0.95% | -0.1% |
| Q4 2022 | $1,089,515 | +7.0% | 24,131 | +0.4% | 0.95% | -1.1% |
| Q3 2022 | $1,018,000 | +221.1% | 24,046 | +238.9% | 0.96% | +228.8% |
| Q2 2022 | $317,000 | -9.9% | 7,095 | +8.6% | 0.29% | +4.7% |
| Q1 2022 | $352,000 | -5.9% | 6,536 | +99.0% | 0.28% | -7.9% |
| Q4 2021 | $374,000 | – | 3,285 | – | 0.30% | – |
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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% |