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 2021 | $21,815,000 | +3.9% | 209,703 | +3.8% | 1.27% | +2.2% |
| Q2 2021 | $21,006,000 | +11.8% | 202,043 | +3.2% | 1.24% | +5.3% |
| Q1 2021 | $18,796,000 | +8.3% | 195,731 | +2.5% | 1.18% | +5.9% |
| Q4 2020 | $17,360,000 | +26.3% | 190,873 | +12.0% | 1.11% | +8.3% |
| Q3 2020 | $13,746,000 | +29.2% | 170,483 | +18.8% | 1.03% | +23.4% |
| Q2 2020 | $10,637,000 | +52.0% | 143,555 | +25.7% | 0.83% | +22.0% |
| Q1 2020 | $6,996,000 | -8.9% | 114,219 | +14.3% | 0.68% | +2.6% |
| Q4 2019 | $7,678,000 | +12.5% | 99,965 | +3.9% | 0.66% | +8.3% |
| Q3 2019 | $6,822,000 | +2.7% | 96,183 | +1.6% | 0.61% | -2.8% |
| Q2 2019 | $6,644,000 | +13.2% | 94,654 | +9.0% | 0.63% | +9.5% |
| Q1 2019 | $5,871,000 | +3.3% | 86,832 | -8.8% | 0.58% | -7.4% |
| Q4 2018 | $5,681,000 | +50.2% | 95,160 | +75.0% | 0.62% | +74.0% |
| Q3 2018 | $3,782,000 | +20.2% | 54,371 | +12.3% | 0.36% | +13.3% |
| Q2 2018 | $3,146,000 | +19.0% | 48,401 | +15.5% | 0.32% | +12.9% |
| Q1 2018 | $2,644,000 | -11.2% | 41,920 | -10.2% | 0.28% | -8.2% |
| Q4 2017 | $2,977,000 | +31.7% | 46,670 | +23.9% | 0.30% | +21.0% |
| Q3 2017 | $2,261,000 | +18741.7% | 37,655 | +18727.5% | 0.25% | +25100.0% |
| Q2 2017 | $12,000 | – | 200 | – | 0.00% | – |
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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% |