SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $26,114,000 | +12.5% | 352,420 | -7.0% | 0.83% | -9.8% |
| Q1 2020 | $23,204,000 | -35.1% | 378,838 | -18.6% | 0.92% | -16.5% |
| Q4 2019 | $35,753,000 | +5.6% | 465,477 | -2.4% | 1.11% | -4.7% |
| Q3 2019 | $33,843,000 | -2.1% | 477,126 | -3.2% | 1.16% | -8.1% |
| Q2 2019 | $34,580,000 | +1.3% | 492,660 | -2.5% | 1.26% | -2.5% |
| Q1 2019 | $34,149,000 | +14.5% | 505,093 | +1.1% | 1.29% | -1.8% |
| Q4 2018 | $29,818,000 | -25.9% | 499,459 | -13.7% | 1.32% | -9.2% |
| Q3 2018 | $40,255,000 | +6.4% | 578,702 | -0.6% | 1.45% | +0.1% |
| Q2 2018 | $37,832,000 | +9.8% | 582,117 | +6.6% | 1.45% | +7.3% |
| Q1 2018 | $34,460,000 | -6.8% | 546,284 | -5.8% | 1.35% | -6.2% |
| Q4 2017 | $36,973,000 | +13.7% | 579,689 | +7.0% | 1.44% | +6.8% |
| Q3 2017 | $32,514,000 | +26.9% | 541,538 | +22.1% | 1.35% | +13.7% |
| Q2 2017 | $25,626,000 | +47.0% | 443,595 | +43.1% | 1.18% | +45.6% |
| Q1 2017 | $17,438,000 | +115.3% | 309,897 | +103.8% | 0.81% | +80.1% |
| Q4 2016 | $8,100,000 | – | 152,081 | – | 0.45% | – |
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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% |