SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47 | -2.1% | 922 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48 | +6.7% | 922 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $45 | +7.1% | 922 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $42 | -99.9% | 922 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | -4.9% | 925 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $41,000 | -48.1% | 922 | -37.3% | 0.00% | -50.0% |
| Q1 2022 | $79,000 | +51.9% | 1,470 | +218.9% | 0.00% | +100.0% |
| Q4 2021 | $52,000 | +8.3% | 461 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 461 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | +13.5% | 461 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +8.8% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +21.4% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -20.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,000 | +6.1% | 461 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $33,000 | -28.3% | 461 | -29.7% | 0.00% | -25.0% |
| Q2 2019 | $46,000 | +4.5% | 656 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $44,000 | +12.8% | 656 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | +21.9% | 656 | +42.3% | 0.00% | +33.3% |
| Q3 2018 | $32,000 | +6.7% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | +20.0% | 461 | +16.4% | 0.00% | 0.0% |
| Q1 2018 | $25,000 | +38.9% | 396 | +43.5% | 0.00% | +50.0% |
| Q4 2017 | $18,000 | +63.6% | 276 | +47.6% | 0.00% | +100.0% |
| Q3 2017 | $11,000 | +266.7% | 187 | +274.0% | 0.00% | – |
| Q2 2017 | $3,000 | – | 50 | – | 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% |