SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,039 | +26.1% | 1,147 | +30.5% | 0.00% | +33.3% |
| Q2 2023 | $46,034 | -74.6% | 879 | -76.5% | 0.00% | -76.9% |
| Q1 2023 | $180,953 | +544.4% | 3,741 | +501.4% | 0.01% | +550.0% |
| Q4 2022 | $28,083 | +8.0% | 622 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | +420.0% | 622 | +1195.8% | 0.00% | – |
| Q2 2021 | $5,000 | -93.7% | 48 | -94.2% | 0.00% | -100.0% |
| Q1 2021 | $79,000 | -16.0% | 827 | -19.2% | 0.01% | -37.5% |
| Q4 2020 | $94,000 | +8.0% | 1,024 | -4.7% | 0.01% | -11.1% |
| Q3 2020 | $87,000 | 0.0% | 1,074 | -8.5% | 0.01% | 0.0% |
| Q2 2020 | $87,000 | +262.5% | 1,174 | +195.0% | 0.01% | +200.0% |
| Q1 2020 | $24,000 | -22.6% | 398 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | -13.9% | 398 | -20.9% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +2.9% | 503 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | +2.9% | 503 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $34,000 | +41.7% | 503 | +26.4% | 0.00% | +50.0% |
| Q4 2018 | $24,000 | +2300.0% | 398 | +2553.3% | 0.00% | – |
| Q2 2018 | $1,000 | – | 15 | +87.5% | 0.00% | – |
| Q2 2015 | $0 | – | 8 | – | 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% |