SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $729,000 | -1.4% | 17,214 | +4.0% | 0.06% | +5.2% |
| Q2 2022 | $739,000 | -17.2% | 16,556 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $892,000 | -25.4% | 16,556 | +57.5% | 0.06% | -13.8% |
| Q4 2021 | $1,196,000 | +29.6% | 10,509 | +18.4% | 0.06% | +18.2% |
| Q3 2021 | $923,000 | -13.0% | 8,877 | -13.0% | 0.06% | -14.1% |
| Q2 2021 | $1,061,000 | +20.2% | 10,204 | +10.9% | 0.06% | +8.5% |
| Q1 2021 | $883,000 | +63.8% | 9,200 | +55.3% | 0.06% | +55.3% |
| Q4 2020 | $539,000 | +10.5% | 5,925 | -2.0% | 0.04% | -5.0% |
| Q3 2020 | $488,000 | +92.9% | 6,049 | +46.5% | 0.04% | +33.3% |
| Q1 2020 | $253,000 | -41.7% | 4,128 | -27.0% | 0.03% | -34.8% |
| Q4 2019 | $434,000 | +68.9% | 5,656 | +53.2% | 0.05% | +35.3% |
| Q3 2018 | $257,000 | +0.8% | 3,693 | -7.6% | 0.03% | -10.5% |
| Q4 2017 | $255,000 | – | 3,997 | – | 0.04% | – |
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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% |