SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $364 | -3.2% | 7,188 | +0.2% | 0.39% | -2.7% |
Q2 2023 | $376 | +13.3% | 7,174 | +4.4% | 0.40% | +19.3% |
Q1 2023 | $332 | -5.4% | 6,869 | -11.6% | 0.34% | -13.6% |
Q4 2022 | $351 | -99.9% | 7,773 | -1.4% | 0.39% | -3.2% |
Q3 2022 | $334,000 | -40.0% | 7,883 | +51.9% | 0.40% | -28.1% |
Q1 2022 | $557,000 | -5.8% | 5,190 | +0.0% | 0.56% | -5.7% |
Q4 2021 | $591,000 | +16.8% | 5,189 | +6.8% | 0.59% | +10.0% |
Q3 2021 | $506,000 | +11.5% | 4,860 | +11.3% | 0.54% | +19.2% |
Q2 2021 | $454,000 | +3.4% | 4,367 | -4.5% | 0.45% | -7.4% |
Q1 2021 | $439,000 | -5.4% | 4,572 | -10.5% | 0.49% | -12.1% |
Q4 2020 | $464,000 | +60.6% | 5,107 | +42.6% | 0.56% | +38.1% |
Q3 2020 | $289,000 | +11.6% | 3,582 | +2.5% | 0.40% | +16.9% |
Q2 2020 | $259,000 | -15.9% | 3,495 | -30.5% | 0.34% | -17.7% |
Q1 2020 | $308,000 | -7.5% | 5,028 | +15.9% | 0.42% | +31.4% |
Q4 2019 | $333,000 | +26.1% | 4,339 | +16.6% | 0.32% | +26.2% |
Q3 2019 | $264,000 | +30.0% | 3,722 | +28.5% | 0.25% | +40.8% |
Q2 2019 | $203,000 | – | 2,897 | – | 0.18% | – |
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% |