SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 204 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,728 | -5.3% | 963 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $51,480 | +37.0% | 983 | +26.5% | 0.01% | +27.3% |
| Q1 2023 | $37,583 | -11.0% | 777 | -16.9% | 0.01% | -8.3% |
| Q4 2022 | $42,215 | +20.6% | 935 | +13.7% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -10.3% | 822 | -5.2% | 0.01% | -7.7% |
| Q2 2022 | $39,000 | +18.2% | 867 | +41.7% | 0.01% | +44.4% |
| Q1 2022 | $33,000 | +6.5% | 612 | +123.4% | 0.01% | +12.5% |
| Q4 2021 | $31,000 | -65.2% | 274 | -68.0% | 0.01% | -70.4% |
| Q3 2021 | $89,000 | -54.1% | 857 | -54.1% | 0.03% | -52.6% |
| Q2 2021 | $194,000 | +1.0% | 1,866 | -6.7% | 0.06% | -5.0% |
| Q1 2021 | $192,000 | -62.6% | 1,999 | -64.6% | 0.06% | -62.3% |
| Q4 2020 | $514,000 | +4.9% | 5,650 | -7.1% | 0.16% | -4.8% |
| Q3 2020 | $490,000 | -19.3% | 6,080 | -24.9% | 0.17% | -25.1% |
| Q2 2020 | $607,000 | -61.2% | 8,095 | -68.3% | 0.22% | -67.8% |
| Q1 2020 | $1,563,000 | +179.1% | 25,526 | +250.0% | 0.69% | +238.0% |
| Q4 2019 | $560,000 | +8.7% | 7,294 | +0.4% | 0.20% | +4.6% |
| Q3 2019 | $515,000 | +91.4% | 7,267 | +89.6% | 0.20% | +88.5% |
| Q2 2019 | $269,000 | -3.9% | 3,833 | -7.3% | 0.10% | -4.6% |
| Q1 2019 | $280,000 | -79.1% | 4,136 | -81.6% | 0.11% | -81.2% |
| Q4 2018 | $1,342,000 | +4870.4% | 22,478 | +5634.2% | 0.58% | +5690.0% |
| Q3 2018 | $27,000 | +145.5% | 392 | +136.1% | 0.01% | +150.0% |
| Q2 2018 | $11,000 | -97.1% | 166 | -97.3% | 0.00% | -97.2% |
| Q1 2018 | $384,000 | -72.5% | 6,082 | -72.2% | 0.14% | -72.0% |
| Q4 2017 | $1,398,000 | +10653.8% | 21,912 | +10091.6% | 0.51% | +10040.0% |
| Q3 2017 | $13,000 | -84.0% | 215 | -85.2% | 0.01% | -82.8% |
| Q1 2017 | $81,000 | +3950.0% | 1,448 | +4037.1% | 0.03% | +2800.0% |
| Q4 2016 | $2,000 | 0.0% | 35 | -20.5% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | -66.7% | 44 | -63.0% | 0.00% | -50.0% |
| Q1 2016 | $6,000 | -81.8% | 119 | -82.3% | 0.00% | -77.8% |
| Q4 2015 | $33,000 | +37.5% | 674 | +28.4% | 0.01% | +50.0% |
| Q3 2015 | $24,000 | +118.2% | 525 | +136.5% | 0.01% | +200.0% |
| Q2 2015 | $11,000 | – | 222 | +2675.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 8 | -61.9% | 0.00% | – |
| Q2 2014 | $1,000 | – | 21 | – | 0.00% | – |
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% |