SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,217,000 | -11.7% | 52,295 | -18.9% | 0.14% | -19.8% |
| Q2 2020 | $4,775,000 | -28.7% | 64,443 | -41.1% | 0.18% | -38.5% |
| Q1 2020 | $6,696,000 | -14.4% | 109,322 | +7.3% | 0.29% | +9.1% |
| Q4 2019 | $7,819,000 | -21.6% | 101,844 | -27.5% | 0.26% | -25.6% |
| Q3 2019 | $9,972,000 | -7.1% | 140,559 | -8.1% | 0.36% | -4.3% |
| Q2 2019 | $10,731,000 | +60.4% | 152,887 | +54.4% | 0.37% | +62.0% |
| Q1 2019 | $6,691,000 | +8.5% | 99,020 | -4.2% | 0.23% | -6.1% |
| Q4 2018 | $6,167,000 | +13.0% | 103,308 | +31.6% | 0.24% | +30.5% |
| Q3 2018 | $5,456,000 | -8.0% | 78,504 | -13.9% | 0.19% | -16.5% |
| Q2 2018 | $5,930,000 | +7806.7% | 91,226 | +7697.1% | 0.22% | +7366.7% |
| Q4 2017 | $75,000 | -79.8% | 1,170 | -84.7% | 0.00% | -85.7% |
| Q1 2016 | $372,000 | -7.7% | 7,641 | -7.9% | 0.02% | 0.0% |
| Q4 2015 | $403,000 | – | 8,294 | – | 0.02% | – |
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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% |