SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $951,097 | -4.9% | 18,796 | -1.6% | 0.04% | -8.5% |
Q2 2023 | $1,000,075 | +1.6% | 19,096 | -6.1% | 0.05% | -6.0% |
Q1 2023 | $984,149 | +6.9% | 20,346 | -0.2% | 0.05% | -3.8% |
Q4 2022 | $920,212 | +6.5% | 20,381 | -0.1% | 0.05% | -5.5% |
Q3 2022 | $864,000 | -5.2% | 20,408 | 0.0% | 0.06% | -6.8% |
Q2 2022 | $911,000 | +10.6% | 20,408 | +33.3% | 0.06% | +31.1% |
Q1 2022 | $824,000 | -5.4% | 15,308 | +100.0% | 0.04% | +2.3% |
Q4 2021 | $871,000 | +9.4% | 7,654 | 0.0% | 0.04% | -2.2% |
Q3 2021 | $796,000 | +8.6% | 7,654 | +8.5% | 0.04% | +7.1% |
Q2 2021 | $733,000 | +8.3% | 7,054 | 0.0% | 0.04% | -2.3% |
Q1 2021 | $677,000 | +5.5% | 7,054 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $642,000 | +12.8% | 7,054 | 0.0% | 0.04% | -2.3% |
Q3 2020 | $569,000 | +8.8% | 7,054 | 0.0% | 0.04% | +2.3% |
Q2 2020 | $523,000 | +27.6% | 7,054 | +5.3% | 0.04% | +7.5% |
Q1 2020 | $410,000 | +64.7% | 6,696 | +106.3% | 0.04% | +135.3% |
Q4 2019 | $249,000 | +8.3% | 3,245 | 0.0% | 0.02% | +6.2% |
Q3 2019 | $230,000 | +8.0% | 3,245 | +7.0% | 0.02% | 0.0% |
Q2 2019 | $213,000 | -48.0% | 3,032 | -50.0% | 0.02% | 0.0% |
Q1 2019 | $410,000 | +39.0% | 6,064 | +23.3% | 0.02% | -36.0% |
Q3 2017 | $295,000 | +3.9% | 4,920 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $284,000 | +2.5% | 4,920 | 0.0% | 0.02% | +4.2% |
Q1 2017 | $277,000 | – | 4,920 | – | 0.02% | – |
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% |