SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,578,000 | -20.6% | 44,009 | -20.7% | 1.52% | -21.5% |
| Q2 2021 | $5,767,000 | +72.9% | 55,470 | +1.8% | 1.94% | -0.9% |
| Q1 2021 | $3,335,000 | -55.5% | 54,499 | -3.4% | 1.95% | -33.2% |
| Q4 2020 | $7,499,000 | +56.2% | 56,395 | -5.3% | 2.93% | +38.1% |
| Q3 2020 | $4,800,000 | +3.5% | 59,537 | -4.9% | 2.12% | -4.5% |
| Q2 2020 | $4,637,000 | +19.4% | 62,574 | -1.3% | 2.22% | +3.3% |
| Q1 2020 | $3,882,000 | -81.4% | 63,376 | -76.7% | 2.15% | -79.1% |
| Q4 2019 | $20,890,000 | +7.3% | 271,970 | -0.9% | 10.29% | +1.1% |
| Q3 2019 | $19,472,000 | +28.9% | 274,529 | +27.6% | 10.17% | +33.6% |
| Q2 2019 | $15,102,000 | +2.5% | 215,160 | -1.3% | 7.62% | +0.2% |
| Q1 2019 | $14,732,000 | -84.6% | 217,900 | +35.7% | 7.60% | +44.9% |
| Q4 2018 | $95,840,000 | – | 160,537 | – | 5.25% | – |
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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% |