SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is 0.04 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $46,000 | +7.0% | 581 | 0.0% | 0.05% | +104.0% |
| Q2 2020 | $43,000 | +19.4% | 581 | 0.0% | 0.02% | +4.2% |
| Q1 2020 | $36,000 | -20.0% | 581 | 0.0% | 0.02% | +9.1% |
| Q4 2019 | $45,000 | +9.8% | 581 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $41,000 | -91.5% | 581 | -94.2% | 0.02% | -66.7% |
| Q4 2015 | $483,000 | +7.1% | 9,949 | +0.9% | 0.06% | -12.5% |
| Q3 2015 | $451,000 | -7.2% | 9,856 | 0.0% | 0.07% | +2.9% |
| Q2 2015 | $486,000 | -1.8% | 9,856 | -1.2% | 0.07% | -35.2% |
| Q1 2015 | $495,000 | -56.6% | 9,976 | -57.1% | 0.11% | -58.5% |
| Q4 2014 | $1,140,000 | +3.8% | 23,244 | -0.5% | 0.26% | +20.4% |
| Q3 2014 | $1,098,000 | -5.8% | 23,351 | -6.3% | 0.22% | +8.5% |
| Q2 2014 | $1,166,000 | +6.9% | 24,915 | +2.1% | 0.20% | +12.4% |
| Q1 2014 | $1,091,000 | -51.7% | 24,406 | -52.4% | 0.18% | -53.8% |
| Q4 2013 | $2,258,000 | +143.8% | 51,222 | +122.4% | 0.38% | +109.3% |
| Q3 2013 | $926,000 | -0.5% | 23,029 | -5.6% | 0.18% | -3.7% |
| Q2 2013 | $931,000 | – | 24,388 | – | 0.19% | – |
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% |