SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,346,904 | -9.0% | 26,619 | -5.9% | 0.12% | -3.9% |
| Q2 2023 | $1,480,774 | +9.1% | 28,275 | +0.8% | 0.13% | +2.4% |
| Q1 2023 | $1,357,157 | +10.3% | 28,058 | +3.0% | 0.12% | +2.5% |
| Q4 2022 | $1,230,323 | -11.8% | 27,250 | -17.3% | 0.12% | -12.9% |
| Q3 2022 | $1,395,000 | -2.8% | 32,950 | +2.6% | 0.14% | -1.4% |
| Q2 2022 | $1,435,000 | -21.5% | 32,129 | -5.4% | 0.14% | +23.7% |
| Q1 2022 | $1,828,000 | -21.9% | 33,951 | +65.1% | 0.11% | -20.8% |
| Q4 2021 | $2,341,000 | +0.4% | 20,564 | -8.3% | 0.14% | -11.1% |
| Q3 2021 | $2,332,000 | +0.3% | 22,418 | +0.2% | 0.16% | +5.2% |
| Q2 2021 | $2,326,000 | -19.4% | 22,370 | -25.6% | 0.15% | -25.2% |
| Q1 2021 | $2,887,000 | -11.6% | 30,065 | -16.3% | 0.21% | -22.0% |
| Q4 2020 | $3,266,000 | +5.0% | 35,912 | -6.9% | 0.26% | -1.1% |
| Q3 2020 | $3,110,000 | -31.8% | 38,572 | -37.3% | 0.27% | -27.2% |
| Q2 2020 | $4,560,000 | +18.2% | 61,535 | -2.3% | 0.37% | +3.1% |
| Q1 2020 | $3,858,000 | -61.4% | 62,989 | -51.6% | 0.36% | -58.1% |
| Q4 2019 | $10,005,000 | +67.9% | 130,253 | +55.0% | 0.85% | +54.9% |
| Q3 2019 | $5,960,000 | +2.5% | 84,031 | +1.5% | 0.55% | -14.8% |
| Q2 2019 | $5,812,000 | +96.2% | 82,803 | +89.0% | 0.64% | +77.6% |
| Q1 2019 | $2,962,000 | +4.5% | 43,809 | -7.8% | 0.36% | -7.7% |
| Q4 2018 | $2,835,000 | -13.3% | 47,496 | +1.0% | 0.39% | -4.6% |
| Q3 2018 | $3,271,000 | +5.0% | 47,028 | -1.9% | 0.41% | -2.4% |
| Q2 2018 | $3,114,000 | +4.3% | 47,918 | +1.2% | 0.42% | +1.9% |
| Q1 2018 | $2,987,000 | +20.9% | 47,357 | +22.3% | 0.41% | +10.1% |
| Q4 2017 | $2,470,000 | – | 38,732 | – | 0.38% | – |
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% |