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 2023 | $1,534,336 | -49.0% | 30,323 | -47.2% | 0.00% | +33.3% |
| Q2 2023 | $3,008,352 | -21.2% | 57,444 | -27.5% | 0.00% | -25.0% |
| Q1 2023 | $3,820,088 | +595.4% | 79,182 | +107.2% | 0.00% | +100.0% |
| Q4 2022 | $549,299 | -70.1% | 38,224 | -12.0% | 0.00% | -60.0% |
| Q3 2022 | $1,839,000 | -8.6% | 43,432 | -3.7% | 0.01% | 0.0% |
| Q2 2022 | $2,013,000 | -15.2% | 45,078 | +2.3% | 0.01% | 0.0% |
| Q1 2022 | $2,374,000 | -16.2% | 44,080 | +77.0% | 0.01% | -16.7% |
| Q4 2021 | $2,834,000 | +80.2% | 24,898 | +64.7% | 0.01% | +50.0% |
| Q3 2021 | $1,573,000 | -5.0% | 15,117 | -5.1% | 0.00% | 0.0% |
| Q2 2021 | $1,656,000 | +9.3% | 15,929 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $1,515,000 | -39.5% | 15,774 | -42.7% | 0.00% | -42.9% |
| Q4 2020 | $2,505,000 | +146.8% | 27,541 | +118.8% | 0.01% | +133.3% |
| Q3 2020 | $1,015,000 | +40.6% | 12,585 | +6.7% | 0.00% | 0.0% |
| Q1 2020 | $722,000 | -7.9% | 11,794 | +15.6% | 0.00% | 0.0% |
| Q4 2019 | $784,000 | +8.7% | 10,201 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $721,000 | +9.7% | 10,160 | +8.5% | 0.00% | +50.0% |
| Q2 2019 | $657,000 | +12.9% | 9,364 | +8.8% | 0.00% | 0.0% |
| Q1 2019 | $582,000 | -12.0% | 8,609 | -22.2% | 0.00% | -33.3% |
| Q4 2018 | $661,000 | -6.9% | 11,065 | +8.4% | 0.00% | 0.0% |
| Q3 2018 | $710,000 | -6.3% | 10,207 | -12.5% | 0.00% | 0.0% |
| Q2 2018 | $758,000 | +41.9% | 11,670 | +37.9% | 0.00% | +50.0% |
| Q1 2018 | $534,000 | +3.5% | 8,463 | +4.5% | 0.00% | 0.0% |
| Q4 2017 | $516,000 | +10.7% | 8,098 | +4.3% | 0.00% | 0.0% |
| Q3 2017 | $466,000 | -52.3% | 7,767 | -61.2% | 0.00% | -75.0% |
| Q1 2016 | $977,000 | +18.7% | 20,000 | +18.1% | 0.01% | +33.3% |
| Q4 2015 | $823,000 | – | 16,941 | – | 0.01% | – |
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% |