SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $85,015,000 | -16.1% | 817,225 | -16.1% | 11.26% | -6.0% |
| Q2 2021 | $101,379,000 | -2.7% | 973,776 | -10.2% | 11.97% | +0.3% |
| Q1 2021 | $104,199,000 | +1.0% | 1,083,880 | -4.4% | 11.93% | +2.1% |
| Q4 2020 | $103,121,000 | +31.2% | 1,133,889 | +23.2% | 11.69% | +23.4% |
| Q3 2020 | $78,590,000 | +9.4% | 920,371 | -4.6% | 9.47% | +5.1% |
| Q2 2020 | $71,833,000 | +18.4% | 965,126 | -2.6% | 9.02% | +1.5% |
| Q1 2020 | $60,679,000 | -42.8% | 990,670 | -28.3% | 8.88% | -28.1% |
| Q4 2019 | $106,164,000 | +5.5% | 1,382,157 | -2.6% | 12.36% | +15.3% |
| Q3 2019 | $100,629,000 | -18.4% | 1,418,712 | -19.3% | 10.72% | -17.5% |
| Q2 2019 | $123,332,000 | – | 1,757,126 | – | 13.00% | – |
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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% |