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 | $480,262 | +76011.3% | 9,491 | -21.3% | 0.23% | -23.7% |
| Q2 2023 | $631 | +11.5% | 12,066 | +3.1% | 0.30% | -11.6% |
| Q1 2023 | $566 | -17.1% | 11,704 | -22.7% | 0.34% | -29.7% |
| Q4 2022 | $683 | -99.9% | 15,136 | -0.1% | 0.49% | -17.7% |
| Q3 2022 | $641,000 | -9.6% | 15,145 | -4.6% | 0.59% | -29.8% |
| Q2 2022 | $709,000 | -23.6% | 15,877 | -7.9% | 0.85% | -39.0% |
| Q1 2022 | $928,000 | – | 17,233 | – | 1.39% | – |
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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% |