SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is 0.63 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $285,000 | -79.6% | 4,092 | -81.0% | 0.26% | -81.3% |
| Q2 2018 | $1,400,000 | -72.1% | 21,536 | -73.0% | 1.39% | -71.9% |
| Q1 2018 | $5,023,000 | +92.5% | 79,626 | +94.7% | 4.94% | +112.2% |
| Q4 2017 | $2,609,000 | -25.9% | 40,906 | -30.2% | 2.33% | -4.4% |
| Q3 2017 | $3,520,000 | +221.5% | 58,620 | +209.1% | 2.44% | +201.5% |
| Q2 2017 | $1,095,000 | -20.3% | 18,962 | -22.3% | 0.81% | -15.1% |
| Q1 2017 | $1,374,000 | +71.8% | 24,412 | +62.5% | 0.95% | +56.1% |
| Q4 2016 | $800,000 | +3.2% | 15,021 | 0.0% | 0.61% | +2.3% |
| Q3 2016 | $775,000 | -62.9% | 15,021 | -64.2% | 0.60% | -63.5% |
| Q2 2016 | $2,087,000 | -12.0% | 41,924 | -13.7% | 1.63% | -14.2% |
| Q1 2016 | $2,372,000 | +741.1% | 48,566 | +746.0% | 1.90% | +776.5% |
| Q4 2014 | $282,000 | -29.1% | 5,741 | -32.2% | 0.22% | -34.6% |
| Q3 2014 | $398,000 | -50.9% | 8,471 | -51.1% | 0.33% | -50.7% |
| Q2 2014 | $811,000 | -68.7% | 17,322 | -70.1% | 0.67% | -67.8% |
| Q1 2014 | $2,589,000 | -59.0% | 57,897 | -59.6% | 2.09% | -60.7% |
| Q4 2013 | $6,320,000 | +75.8% | 143,371 | +60.3% | 5.33% | +50.2% |
| Q3 2013 | $3,595,000 | +177.0% | 89,413 | +163.2% | 3.55% | +177.8% |
| Q2 2013 | $1,298,000 | – | 33,975 | – | 1.28% | – |
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% |