SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $21,132,000 | +0.0% | 203,129 | -0.0% | 0.47% | -3.9% |
| Q2 2021 | $21,130,000 | +7.5% | 203,230 | -0.7% | 0.49% | -3.1% |
| Q1 2021 | $19,648,000 | +6.1% | 204,607 | +0.5% | 0.51% | -3.4% |
| Q4 2020 | $18,516,000 | +130.2% | 203,582 | +104.1% | 0.53% | +90.6% |
| Q3 2020 | $8,042,000 | +1464.6% | 99,737 | +1339.2% | 0.28% | +1214.3% |
| Q2 2020 | $514,000 | +32.5% | 6,930 | +9.3% | 0.02% | -4.5% |
| Q1 2020 | $388,000 | -8.3% | 6,341 | +15.0% | 0.02% | +10.0% |
| Q4 2019 | $423,000 | +80.0% | 5,512 | +66.5% | 0.02% | +66.7% |
| Q3 2019 | $235,000 | -2.5% | 3,310 | -3.6% | 0.01% | -7.7% |
| Q2 2019 | $241,000 | -24.7% | 3,432 | -27.5% | 0.01% | -23.5% |
| Q1 2019 | $320,000 | +60.0% | 4,733 | +64.3% | 0.02% | +41.7% |
| Q3 2018 | $200,000 | -1.5% | 2,881 | -9.6% | 0.01% | -14.3% |
| Q4 2017 | $203,000 | -12.9% | 3,187 | -33.4% | 0.01% | -33.3% |
| Q4 2015 | $233,000 | +9.4% | 4,788 | +11.4% | 0.02% | 0.0% |
| Q1 2015 | $213,000 | – | 4,298 | – | 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% |