SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,972 | -0.7% | 335,420 | +2.8% | 0.10% | -1.9% |
| Q2 2023 | $17,086 | +116.5% | 326,264 | +99.9% | 0.11% | +100.0% |
| Q1 2023 | $7,893 | +335.8% | 163,180 | +306.8% | 0.05% | +307.7% |
| Q4 2022 | $1,811 | -99.9% | 40,114 | +13.0% | 0.01% | +8.3% |
| Q3 2022 | $1,503,000 | -37.4% | 35,484 | -34.0% | 0.01% | -36.8% |
| Q2 2022 | $2,400,000 | +578.0% | 53,745 | +718.3% | 0.02% | +533.3% |
| Q1 2022 | $354,000 | -10.2% | 6,568 | +89.8% | 0.00% | 0.0% |
| Q4 2021 | $394,000 | -25.4% | 3,460 | -31.8% | 0.00% | -25.0% |
| Q2 2021 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $528,000 | 0.0% | 5,076 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $528,000 | +604.0% | 5,076 | +306.7% | 0.00% | +100.0% |
| Q4 2018 | $75,000 | -76.6% | 1,248 | -72.8% | 0.00% | -75.0% |
| Q3 2018 | $320,000 | +481.8% | 4,594 | +446.9% | 0.01% | +300.0% |
| Q2 2018 | $55,000 | +223.5% | 840 | +205.5% | 0.00% | +100.0% |
| Q1 2018 | $17,000 | -5.6% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | +5.9% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $17,000 | -75.0% | 275 | -76.5% | 0.00% | -66.7% |
| Q2 2017 | $68,000 | +3.0% | 1,171 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $66,000 | -10.8% | 1,171 | -15.5% | 0.00% | -20.0% |
| Q4 2016 | $74,000 | +2.8% | 1,386 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $72,000 | +414.3% | 1,386 | +404.0% | 0.01% | +400.0% |
| Q2 2016 | $14,000 | – | 275 | – | 0.00% | – |
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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% |