SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,005 | +8.4% | 474,398 | +12.2% | 0.05% | +11.1% |
Q2 2023 | $22,148 | +15.1% | 422,913 | +6.3% | 0.04% | +12.5% |
Q1 2023 | $19,246 | +7.4% | 397,900 | +0.3% | 0.04% | -7.0% |
Q4 2022 | $17,918 | -99.9% | 396,868 | +0.1% | 0.04% | 0.0% |
Q3 2022 | $16,796,000 | +0.8% | 396,610 | +6.3% | 0.04% | 0.0% |
Q2 2022 | $16,660,000 | -16.8% | 373,046 | +0.4% | 0.04% | -6.5% |
Q1 2022 | $20,018,000 | -2.4% | 371,741 | +106.2% | 0.05% | 0.0% |
Q4 2021 | $20,518,000 | +21.3% | 180,267 | +10.8% | 0.05% | +9.5% |
Q3 2021 | $16,919,000 | +6.0% | 162,640 | +5.9% | 0.04% | +2.4% |
Q2 2021 | $15,967,000 | +53.1% | 153,577 | +41.4% | 0.04% | +36.7% |
Q1 2021 | $10,431,000 | +36.0% | 108,627 | +28.8% | 0.03% | +30.4% |
Q4 2020 | $7,668,000 | +3.1% | 84,319 | -8.6% | 0.02% | -8.0% |
Q3 2020 | $7,436,000 | -21.5% | 92,224 | -27.8% | 0.02% | -30.6% |
Q2 2020 | $9,471,000 | +25.4% | 127,814 | +3.7% | 0.04% | +2.9% |
Q1 2020 | $7,550,000 | -51.3% | 123,273 | -38.9% | 0.04% | -40.7% |
Q4 2019 | $15,494,000 | +5.3% | 201,724 | -2.7% | 0.06% | -6.3% |
Q3 2019 | $14,710,000 | +12.9% | 207,397 | +11.7% | 0.06% | +10.5% |
Q2 2019 | $13,027,000 | -9.8% | 185,600 | -13.1% | 0.06% | -14.9% |
Q1 2019 | $14,443,000 | +62.8% | 213,622 | +43.7% | 0.07% | +42.6% |
Q4 2018 | $8,873,000 | -42.0% | 148,633 | -32.4% | 0.05% | -35.6% |
Q3 2018 | $15,292,000 | +6.7% | 219,846 | -0.3% | 0.07% | -2.7% |
Q2 2018 | $14,336,000 | +8.7% | 220,585 | +5.5% | 0.08% | +4.2% |
Q1 2018 | $13,186,000 | +15.3% | 209,050 | +16.6% | 0.07% | +16.1% |
Q4 2017 | $11,432,000 | – | 179,237 | – | 0.06% | – |
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% |