SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $961,000 | -22.2% | 14,219 | -31.3% | 0.05% | -19.4% |
Q4 2018 | $1,236,000 | +84.5% | 20,708 | +95.1% | 0.07% | +86.1% |
Q1 2018 | $670,000 | +188.8% | 10,614 | +174.4% | 0.04% | +227.3% |
Q3 2017 | $232,000 | -12.8% | 3,868 | -24.9% | 0.01% | -76.1% |
Q3 2016 | $266,000 | -26.3% | 5,148 | -30.8% | 0.05% | -9.8% |
Q4 2015 | $361,000 | +37.8% | 7,436 | +29.9% | 0.05% | +50.0% |
Q3 2015 | $262,000 | +0.8% | 5,726 | +3.5% | 0.03% | +21.4% |
Q3 2014 | $260,000 | – | 5,533 | – | 0.03% | – |
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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% |