SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,561 | -7.5% | 10,011 | -4.3% | 0.11% | -0.9% |
| Q2 2023 | $547,920 | +6.3% | 10,462 | -1.8% | 0.11% | +7.5% |
| Q1 2023 | $515,466 | +107065.5% | 10,657 | +0.1% | 0.11% | +2.9% |
| Q4 2022 | $481 | -99.9% | 10,646 | +31.0% | 0.10% | +22.6% |
| Q3 2022 | $344,000 | -5.2% | 8,125 | +0.0% | 0.08% | -3.4% |
| Q2 2022 | $363,000 | -16.9% | 8,124 | +0.0% | 0.09% | -20.9% |
| Q1 2022 | $437,000 | -5.4% | 8,122 | +100.0% | 0.11% | -5.2% |
| Q4 2021 | $462,000 | -3.3% | 4,062 | -11.6% | 0.12% | -13.4% |
| Q3 2021 | $478,000 | -3.4% | 4,596 | -3.4% | 0.13% | -1.5% |
| Q2 2021 | $495,000 | +31.6% | 4,760 | +21.6% | 0.14% | +24.8% |
| Q1 2021 | $376,000 | +2.2% | 3,913 | -3.3% | 0.11% | -3.5% |
| Q4 2020 | $368,000 | +0.5% | 4,047 | -10.7% | 0.11% | -17.5% |
| Q3 2020 | $366,000 | +8.9% | 4,534 | -0.1% | 0.14% | +21.2% |
| Q2 2020 | $336,000 | +20.9% | 4,539 | +0.2% | 0.11% | -1.7% |
| Q1 2020 | $278,000 | -17.0% | 4,532 | +3.8% | 0.12% | +0.9% |
| Q4 2019 | $335,000 | +3.7% | 4,365 | -4.0% | 0.11% | -8.1% |
| Q3 2019 | $323,000 | -0.3% | 4,548 | -1.6% | 0.12% | +0.8% |
| Q2 2019 | $324,000 | +3.8% | 4,622 | 0.0% | 0.12% | 0.0% |
| Q1 2019 | $312,000 | -27.3% | 4,622 | -35.7% | 0.12% | -24.1% |
| Q4 2018 | $429,000 | +3.9% | 7,192 | +21.0% | 0.16% | +3.2% |
| Q3 2018 | $413,000 | +6.2% | 5,943 | -0.7% | 0.16% | -6.5% |
| Q2 2018 | $389,000 | +5.4% | 5,986 | +2.4% | 0.17% | +1.8% |
| Q1 2018 | $369,000 | -40.0% | 5,843 | -39.4% | 0.16% | -35.5% |
| Q4 2017 | $615,000 | +10.8% | 9,641 | +4.3% | 0.26% | +5.8% |
| Q3 2017 | $555,000 | +4.1% | 9,246 | +0.2% | 0.24% | -0.4% |
| Q2 2017 | $533,000 | +4.1% | 9,228 | +1.4% | 0.24% | -4.3% |
| Q1 2017 | $512,000 | -28.7% | 9,100 | -32.5% | 0.25% | -32.3% |
| Q4 2016 | $718,000 | -94.5% | 13,474 | +1884.4% | 0.38% | -17.4% |
| Q3 2016 | $13,150,000 | +1913.8% | 679 | -94.8% | 0.45% | +26.5% |
| Q2 2016 | $653,000 | +1.7% | 13,127 | -0.1% | 0.36% | -0.8% |
| Q1 2016 | $642,000 | +2.7% | 13,145 | +2.2% | 0.36% | +16.0% |
| Q4 2015 | $625,000 | +6.1% | 12,860 | -0.2% | 0.31% | -11.1% |
| Q3 2015 | $589,000 | +37.6% | 12,882 | +48.2% | 0.35% | +29.0% |
| Q2 2015 | $428,000 | -0.5% | 8,690 | +0.1% | 0.27% | -0.4% |
| Q1 2015 | $430,000 | +0.9% | 8,681 | +0.0% | 0.27% | -20.6% |
| Q4 2014 | $426,000 | – | 8,680 | – | 0.34% | – |
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% |