SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.00 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,585 | -7.3% | 12,225 | -4.0% | 0.17% | -4.5% |
| Q2 2023 | $667,194 | +8.3% | 12,740 | 0.0% | 0.18% | +3.5% |
| Q1 2023 | $616,234 | -2.7% | 12,740 | -9.2% | 0.17% | -7.1% |
| Q4 2022 | $633,184 | +6.6% | 14,024 | 0.0% | 0.18% | -4.7% |
| Q3 2022 | $594,000 | -5.1% | 14,024 | 0.0% | 0.19% | -1.0% |
| Q2 2022 | $626,000 | -23.8% | 14,024 | -8.0% | 0.19% | -17.8% |
| Q1 2022 | $821,000 | -10.7% | 15,244 | +88.8% | 0.24% | -9.6% |
| Q4 2021 | $919,000 | -4.9% | 8,076 | -13.0% | 0.26% | -13.9% |
| Q3 2021 | $966,000 | -3.3% | 9,281 | -3.5% | 0.30% | -3.5% |
| Q2 2021 | $999,000 | +11.9% | 9,613 | +3.3% | 0.31% | +3.6% |
| Q1 2021 | $893,000 | +5.6% | 9,303 | 0.0% | 0.30% | -1.9% |
| Q4 2020 | $846,000 | +10.7% | 9,303 | -1.8% | 0.31% | -2.5% |
| Q3 2020 | $764,000 | +7.3% | 9,473 | -1.4% | 0.32% | -2.2% |
| Q2 2020 | $712,000 | +8.2% | 9,603 | -10.6% | 0.32% | -8.7% |
| Q1 2020 | $658,000 | -20.2% | 10,743 | 0.0% | 0.36% | +0.9% |
| Q4 2019 | $825,000 | +8.3% | 10,743 | 0.0% | 0.35% | -0.8% |
| Q3 2019 | $762,000 | +1.1% | 10,743 | 0.0% | 0.36% | -0.6% |
| Q2 2019 | $754,000 | +3.9% | 10,743 | 0.0% | 0.36% | 0.0% |
| Q1 2019 | $726,000 | +13.3% | 10,743 | 0.0% | 0.36% | -1.7% |
| Q4 2018 | $641,000 | -23.6% | 10,743 | -10.9% | 0.36% | -6.7% |
| Q3 2018 | $839,000 | +7.0% | 12,064 | 0.0% | 0.39% | +4.0% |
| Q2 2018 | $784,000 | +3.0% | 12,064 | 0.0% | 0.37% | +2.7% |
| Q1 2018 | $761,000 | -1.0% | 12,064 | 0.0% | 0.36% | -1.4% |
| Q4 2017 | $769,000 | +5.5% | 12,064 | -0.7% | 0.37% | +1.1% |
| Q3 2017 | $729,000 | +3.8% | 12,146 | 0.0% | 0.36% | -1.9% |
| Q2 2017 | $702,000 | +2.8% | 12,146 | 0.0% | 0.37% | -5.8% |
| Q1 2017 | $683,000 | +5.6% | 12,146 | 0.0% | 0.40% | -2.2% |
| Q4 2016 | $647,000 | +8.2% | 12,146 | +4.8% | 0.40% | +10.1% |
| Q3 2016 | $598,000 | +3.6% | 11,591 | 0.0% | 0.37% | 0.0% |
| Q2 2016 | $577,000 | +1.9% | 11,591 | 0.0% | 0.37% | -0.8% |
| Q1 2016 | $566,000 | +0.5% | 11,591 | 0.0% | 0.37% | -3.1% |
| Q4 2015 | $563,000 | +4.3% | 11,591 | -1.8% | 0.38% | -1.3% |
| Q3 2015 | $540,000 | -7.2% | 11,807 | +0.1% | 0.39% | -2.8% |
| Q2 2015 | $582,000 | -0.5% | 11,795 | 0.0% | 0.40% | -2.2% |
| Q1 2015 | $585,000 | +1.0% | 11,795 | 0.0% | 0.41% | -2.9% |
| Q4 2014 | $579,000 | +4.5% | 11,795 | 0.0% | 0.42% | -1.2% |
| Q3 2014 | $554,000 | +0.4% | 11,795 | 0.0% | 0.42% | -0.2% |
| Q2 2014 | $552,000 | +4.7% | 11,795 | 0.0% | 0.42% | +0.7% |
| Q1 2014 | $527,000 | +1.3% | 11,795 | 0.0% | 0.42% | +2.7% |
| Q4 2013 | $520,000 | +9.7% | 11,795 | 0.0% | 0.41% | -2.1% |
| Q3 2013 | $474,000 | +5.3% | 11,795 | 0.0% | 0.42% | -3.4% |
| Q2 2013 | $450,000 | – | 11,795 | – | 0.44% | – |
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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% |