SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is 0.63 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,543 | +55.8% | 48,562 | +43.9% | 0.11% | +68.2% |
| Q1 2023 | $1,632 | -99.9% | 33,746 | -21.0% | 0.07% | -32.0% |
| Q3 2022 | $1,810,000 | -28.0% | 42,740 | +76.9% | 0.10% | -4.0% |
| Q3 2021 | $2,514,000 | +834.6% | 24,162 | +833.3% | 0.10% | +676.9% |
| Q2 2021 | $269,000 | +934.6% | 2,589 | +420.9% | 0.01% | +550.0% |
| Q4 2016 | $26,000 | -97.1% | 497 | -97.1% | 0.00% | -97.6% |
| Q3 2016 | $893,000 | +229.5% | 17,297 | +200.2% | 0.08% | +144.1% |
| Q3 2014 | $271,000 | +105.3% | 5,761 | +104.2% | 0.03% | +41.7% |
| Q2 2014 | $132,000 | – | 2,821 | – | 0.02% | – |
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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% |