SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,269,215 | -6.7% | 25,083 | -3.5% | 0.05% | -6.9% |
| Q2 2023 | $1,360,774 | +7.0% | 25,984 | -1.1% | 0.06% | 0.0% |
| Q1 2023 | $1,271,207 | +7.5% | 26,280 | +0.3% | 0.06% | +1.8% |
| Q4 2022 | $1,182,905 | +6.1% | 26,199 | -0.5% | 0.06% | -16.2% |
| Q3 2022 | $1,115,000 | -9.3% | 26,337 | -4.3% | 0.07% | -26.9% |
| Q2 2022 | $1,230,000 | +2.7% | 27,532 | +23.7% | 0.09% | +52.5% |
| Q1 2022 | $1,198,000 | -5.1% | 22,252 | +100.4% | 0.06% | -1.6% |
| Q4 2021 | $1,263,000 | -1.3% | 11,103 | -9.7% | 0.06% | -8.8% |
| Q3 2021 | $1,280,000 | +0.3% | 12,302 | +0.2% | 0.07% | +33.3% |
| Q2 2021 | $1,276,000 | +8.5% | 12,278 | +0.2% | 0.05% | -1.9% |
| Q1 2021 | $1,176,000 | -7.5% | 12,255 | -12.3% | 0.05% | -16.1% |
| Q4 2020 | $1,271,000 | +33.2% | 13,980 | +18.3% | 0.06% | +34.8% |
| Q3 2020 | $954,000 | +9.3% | 11,821 | +0.4% | 0.05% | 0.0% |
| Q2 2020 | $873,000 | +21.4% | 11,774 | +0.3% | 0.05% | -2.1% |
| Q1 2020 | $719,000 | -23.8% | 11,743 | -4.5% | 0.05% | +4.4% |
| Q4 2019 | $944,000 | -42.5% | 12,291 | -46.9% | 0.04% | -43.0% |
| Q3 2019 | $1,641,000 | -48.7% | 23,133 | -49.0% | 0.08% | -50.6% |
| Q2 2019 | $3,199,000 | -13.6% | 45,369 | -17.1% | 0.16% | -8.0% |
| Q1 2019 | $3,702,000 | +13.2% | 54,732 | +0.1% | 0.17% | +4.2% |
| Q4 2018 | $3,270,000 | +35.9% | 54,682 | +58.0% | 0.17% | +17.6% |
| Q3 2018 | $2,407,000 | +5.0% | 34,613 | -1.8% | 0.14% | -2.7% |
| Q2 2018 | $2,292,000 | -19.2% | 35,241 | -21.7% | 0.15% | -24.7% |
| Q1 2018 | $2,838,000 | +346.9% | 44,981 | +351.4% | 0.19% | +295.9% |
| Q4 2017 | $635,000 | +7.1% | 9,965 | -2.8% | 0.05% | +14.0% |
| Q2 2017 | $593,000 | – | 10,257 | – | 0.04% | – |
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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% |