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 2023 | $477,576 | +4.4% | 9,438 | +8.1% | 0.02% | +5.9% |
Q2 2023 | $457,296 | +6.0% | 8,732 | -2.1% | 0.02% | 0.0% |
Q1 2023 | $431,278 | -15.2% | 8,916 | -20.9% | 0.02% | -22.7% |
Q4 2022 | $508,839 | +12.8% | 11,269 | +5.8% | 0.02% | 0.0% |
Q3 2022 | $451,000 | -12.3% | 10,648 | -7.5% | 0.02% | -4.3% |
Q2 2022 | $514,000 | -30.1% | 11,516 | -15.7% | 0.02% | -14.8% |
Q1 2022 | $735,000 | -9.8% | 13,657 | +90.8% | 0.03% | 0.0% |
Q4 2021 | $815,000 | -54.9% | 7,157 | -58.5% | 0.03% | -60.3% |
Q3 2021 | $1,806,000 | +3.5% | 17,259 | +2.9% | 0.07% | +3.0% |
Q2 2021 | $1,745,000 | +4.3% | 16,780 | -3.9% | 0.07% | -5.7% |
Q1 2021 | $1,673,000 | +10.4% | 17,468 | +4.9% | 0.07% | +2.9% |
Q4 2020 | $1,515,000 | +14.4% | 16,656 | +1.5% | 0.07% | 0.0% |
Q3 2020 | $1,324,000 | -2.0% | 16,415 | -10.0% | 0.07% | -12.8% |
Q2 2020 | $1,351,000 | +22.4% | 18,238 | +1.1% | 0.08% | +1.3% |
Q1 2020 | $1,104,000 | -7.9% | 18,031 | +15.5% | 0.08% | +11.6% |
Q4 2019 | $1,199,000 | +465.6% | 15,607 | +422.1% | 0.07% | +392.9% |
Q3 2019 | $212,000 | -41.9% | 2,989 | -55.8% | 0.01% | -71.4% |
Q4 2016 | $365,000 | – | 6,763 | – | 0.05% | – |
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% |