SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $869,852 | -11.2% | 17,191 | -8.1% | 0.01% | -53.3% |
Q2 2023 | $979,964 | +8.3% | 18,712 | +0.0% | 0.02% | 0.0% |
Q1 2023 | $904,925 | +216.0% | 18,708 | -50.0% | 0.02% | +650.0% |
Q4 2022 | $286,384 | -81.9% | 37,410 | +0.0% | 0.00% | -85.7% |
Q3 2022 | $1,583,943 | +89.7% | 37,400 | +100.1% | 0.01% | -22.2% |
Q2 2022 | $834,938 | +11827.7% | 18,695 | +24826.7% | 0.02% | – |
Q4 2020 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | -100.0% |
Q3 2020 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $5,000 | +25.0% | 75 | 0.0% | 0.00% | -50.0% |
Q2 2017 | $4,000 | -96.9% | 75 | -96.7% | 0.00% | -97.2% |
Q1 2017 | $130,000 | +712.5% | 2,306 | +570.3% | 0.07% | +60.0% |
Q2 2014 | $16,000 | – | 344 | – | 0.04% | – |
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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% |