SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.69 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $308,000 | +7.3% | 4,553 | -5.3% | 0.04% | -11.8% |
| Q4 2018 | $287,000 | -14.1% | 4,810 | +0.1% | 0.05% | -7.3% |
| Q3 2018 | $334,000 | +6.7% | 4,804 | -0.4% | 0.06% | +1.9% |
| Q2 2018 | $313,000 | -13.5% | 4,822 | -15.9% | 0.05% | -20.6% |
| Q1 2018 | $362,000 | -5.2% | 5,732 | -4.3% | 0.07% | -1.4% |
| Q4 2017 | $382,000 | +3.2% | 5,990 | -2.7% | 0.07% | -11.5% |
| Q3 2017 | $370,000 | -1.1% | 6,157 | -7.3% | 0.08% | -10.3% |
| Q1 2017 | $374,000 | +6.9% | 6,640 | +1.1% | 0.09% | +1.2% |
| Q4 2016 | $350,000 | -4.1% | 6,570 | -7.2% | 0.09% | -10.4% |
| Q3 2016 | $365,000 | -0.3% | 7,080 | -3.7% | 0.10% | -9.4% |
| Q2 2016 | $366,000 | +0.3% | 7,350 | -1.6% | 0.11% | -2.8% |
| Q1 2016 | $365,000 | +36.2% | 7,470 | +35.3% | 0.11% | +38.0% |
| Q4 2015 | $268,000 | -57.7% | 5,520 | -60.2% | 0.08% | -60.7% |
| Q3 2015 | $634,000 | +13.4% | 13,861 | +22.2% | 0.20% | +20.4% |
| Q2 2015 | $559,000 | +5.9% | 11,341 | +6.5% | 0.17% | +1.2% |
| Q1 2015 | $528,000 | +2.1% | 10,650 | +1.1% | 0.16% | -5.7% |
| Q4 2014 | $517,000 | +20.8% | 10,537 | +15.7% | 0.18% | +18.2% |
| Q3 2014 | $428,000 | +14.1% | 9,108 | +13.9% | 0.15% | +11.3% |
| Q2 2014 | $375,000 | -4.3% | 7,999 | -8.8% | 0.13% | -14.2% |
| Q1 2014 | $392,000 | +1.3% | 8,769 | -0.2% | 0.16% | -0.6% |
| Q4 2013 | $387,000 | +48.8% | 8,785 | +36.0% | 0.16% | +35.7% |
| Q3 2013 | $260,000 | – | 6,460 | – | 0.12% | – |
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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% |