SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,479,000 | 0.0% | 24,155 | 0.0% | 0.42% | 0.0% |
| Q1 2020 | $1,479,000 | -25.8% | 24,155 | -6.9% | 0.42% | +9.4% |
| Q4 2019 | $1,992,000 | -96.3% | 25,936 | -96.6% | 0.38% | -96.5% |
| Q3 2019 | $54,405,000 | +156.7% | 767,030 | +149.2% | 11.03% | +128.3% |
| Q2 2019 | $21,196,000 | +6.5% | 307,772 | +4.0% | 4.83% | +1.0% |
| Q1 2019 | $19,895,000 | +2.6% | 295,928 | -0.7% | 4.78% | -22.2% |
| Q4 2018 | $19,398,000 | -5.8% | 298,062 | +0.7% | 6.15% | +35.1% |
| Q3 2018 | $20,594,000 | +10.0% | 296,067 | +2.8% | 4.55% | +5.4% |
| Q2 2018 | $18,717,000 | +3.5% | 287,993 | +0.4% | 4.32% | -4.5% |
| Q1 2018 | $18,087,000 | -0.3% | 286,727 | +0.8% | 4.52% | -15.5% |
| Q4 2017 | $18,141,000 | +1.7% | 284,424 | -4.2% | 5.35% | -13.0% |
| Q3 2017 | $17,835,000 | +9.6% | 297,047 | +5.4% | 6.15% | +14.2% |
| Q2 2017 | $16,278,000 | +2.1% | 281,781 | -0.5% | 5.38% | +0.9% |
| Q1 2017 | $15,939,000 | -61.4% | 283,264 | -63.4% | 5.34% | -60.3% |
| Q4 2016 | $41,249,000 | – | 774,481 | – | 13.44% | – |
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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% |