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 | $899,668 | -9.5% | 17,780 | -6.3% | 0.61% | -16.7% |
| Q2 2023 | $993,773 | -3.4% | 18,976 | -10.8% | 0.73% | -8.4% |
| Q1 2023 | $1,028,588 | -13.1% | 21,265 | -18.9% | 0.80% | -20.9% |
| Q4 2022 | $1,183,698 | +17.0% | 26,217 | +9.7% | 1.01% | +4.8% |
| Q3 2022 | $1,012,000 | -6.5% | 23,889 | -1.4% | 0.96% | -2.8% |
| Q2 2022 | $1,082,000 | -17.0% | 24,237 | +0.2% | 0.99% | +42.5% |
| Q1 2022 | $1,303,000 | +1.6% | 24,188 | +114.7% | 0.69% | +7.6% |
| Q4 2021 | $1,282,000 | – | 11,267 | – | 0.64% | – |
Download | ||||||
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% |