SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,387,102 | -15.5% | 422,670 | -12.6% | 1.94% | -7.6% |
| Q2 2023 | $25,317,805 | +2.3% | 483,441 | -5.5% | 2.10% | +3.7% |
| Q1 2023 | $24,753,396 | +1.0% | 511,751 | -5.8% | 2.02% | -0.5% |
| Q4 2022 | $24,519,069 | -5.7% | 543,058 | -11.6% | 2.03% | -1.0% |
| Q3 2022 | $26,011,000 | -9.0% | 614,190 | -4.0% | 2.05% | -0.2% |
| Q2 2022 | $28,571,000 | -22.7% | 639,741 | -6.8% | 2.06% | -6.0% |
| Q1 2022 | $36,972,000 | +6585.7% | 686,585 | +9428.0% | 2.19% | +744.4% |
| Q4 2019 | $553,000 | +16.9% | 7,206 | +8.1% | 0.26% | +41.5% |
| Q3 2019 | $473,000 | +29.2% | 6,664 | +28.0% | 0.18% | +40.8% |
| Q2 2019 | $366,000 | +22.0% | 5,208 | +17.5% | 0.13% | +60.5% |
| Q1 2019 | $300,000 | +57.9% | 4,431 | +39.2% | 0.08% | +37.3% |
| Q4 2018 | $190,000 | -10.4% | 3,184 | +4.6% | 0.06% | +15.7% |
| Q3 2018 | $212,000 | +46.2% | 3,045 | +36.4% | 0.05% | -25.0% |
| Q2 2018 | $145,000 | +98.6% | 2,233 | +92.8% | 0.07% | +100.0% |
| Q1 2018 | $73,000 | – | 1,158 | – | 0.03% | – |
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% |