SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,670,000 | -13.8% | 31,014 | +82.2% | 0.61% | +78.9% |
| Q4 2021 | $1,938,000 | +20.8% | 17,026 | +10.5% | 0.34% | -47.0% |
| Q3 2021 | $1,604,000 | -2.7% | 15,414 | -2.7% | 0.64% | +57.8% |
| Q2 2021 | $1,648,000 | +8.3% | 15,849 | 0.0% | 0.41% | +2.0% |
| Q1 2021 | $1,522,000 | +27.2% | 15,849 | +20.5% | 0.40% | -6.1% |
| Q4 2020 | $1,197,000 | +12.8% | 13,157 | 0.0% | 0.43% | +4.9% |
| Q3 2020 | $1,061,000 | +8.8% | 13,157 | 0.0% | 0.41% | -2.9% |
| Q2 2020 | $975,000 | +22.5% | 13,157 | +1.2% | 0.42% | -0.7% |
| Q1 2020 | $796,000 | -29.7% | 12,997 | -11.8% | 0.42% | -4.5% |
| Q4 2019 | $1,132,000 | – | 14,744 | – | 0.44% | – |
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% |