SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,667 | -4.6% | 7,029 | -1.3% | 0.18% | -3.2% |
| Q2 2023 | $372,927 | +8.3% | 7,121 | 0.0% | 0.19% | 0.0% |
| Q1 2023 | $344,443 | +7.1% | 7,121 | 0.0% | 0.19% | +1.1% |
| Q4 2022 | $321,513 | +88961.8% | 7,121 | -16.5% | 0.19% | -19.1% |
| Q3 2022 | $361 | -5.7% | 8,529 | -0.4% | 0.23% | -0.9% |
| Q2 2022 | $383 | -16.7% | 8,565 | +0.3% | 0.23% | -2.1% |
| Q1 2022 | $460 | -12.4% | 8,542 | +85.3% | 0.24% | -9.2% |
| Q4 2021 | $525 | +9.4% | 4,611 | 0.0% | 0.26% | -2.6% |
| Q3 2021 | $480 | +2.1% | 4,611 | +1.9% | 0.27% | -1.1% |
| Q2 2021 | $470 | +8.3% | 4,523 | 0.0% | 0.27% | -1.5% |
| Q1 2021 | $434 | +2.1% | 4,523 | -3.2% | 0.28% | -5.2% |
| Q4 2020 | $425 | +12.4% | 4,673 | 0.0% | 0.29% | -2.0% |
| Q3 2020 | $378 | +8.3% | 4,673 | 0.0% | 0.30% | -1.7% |
| Q2 2020 | $349 | +21.2% | 4,673 | 0.0% | 0.30% | -4.7% |
| Q1 2020 | $288 | – | 4,673 | – | 0.32% | – |
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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% |