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 2023 | $1,366,183 | -5.2% | 27,422 | -0.3% | 0.14% | +2.1% |
| Q2 2023 | $1,441,048 | +8.3% | 27,517 | +0.0% | 0.14% | +5.2% |
| Q1 2023 | $1,330,901 | +7.1% | 27,515 | 0.0% | 0.14% | +3.1% |
| Q4 2022 | $1,242,302 | +6.6% | 27,515 | 0.0% | 0.13% | -2.2% |
| Q3 2022 | $1,165,000 | -12.2% | 27,515 | -7.4% | 0.13% | -6.9% |
| Q2 2022 | $1,327,000 | -0.8% | 29,705 | +19.6% | 0.14% | +22.0% |
| Q1 2022 | $1,338,000 | -5.4% | 24,842 | +100.0% | 0.12% | -3.3% |
| Q4 2021 | $1,414,000 | +9.7% | 12,421 | +24.5% | 0.12% | +0.8% |
| Q3 2021 | $1,289,000 | +2.5% | 9,978 | -17.5% | 0.12% | +0.8% |
| Q2 2021 | $1,257,000 | +3.9% | 12,094 | -4.0% | 0.12% | -5.5% |
| Q1 2021 | $1,210,000 | +10.9% | 12,601 | +5.1% | 0.13% | -1.6% |
| Q4 2020 | $1,091,000 | +15.4% | 11,994 | +2.3% | 0.13% | -1.5% |
| Q3 2020 | $945,000 | +8.7% | 11,721 | 0.0% | 0.13% | -4.4% |
| Q2 2020 | $869,000 | +21.0% | 11,721 | 0.0% | 0.14% | +2.2% |
| Q1 2020 | $718,000 | -20.2% | 11,721 | 0.0% | 0.13% | +5.5% |
| Q4 2019 | $900,000 | +8.3% | 11,721 | 0.0% | 0.13% | +0.8% |
| Q3 2019 | $831,000 | +1.0% | 11,721 | 0.0% | 0.13% | +0.8% |
| Q2 2019 | $823,000 | +3.9% | 11,721 | 0.0% | 0.12% | -0.8% |
| Q1 2019 | $792,000 | +13.1% | 11,721 | 0.0% | 0.13% | -2.3% |
| Q4 2018 | $700,000 | +16.7% | 11,721 | +35.9% | 0.13% | +34.4% |
| Q3 2018 | $600,000 | +16.5% | 8,624 | +8.8% | 0.10% | +12.9% |
| Q2 2018 | $515,000 | – | 7,927 | – | 0.08% | – |
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% |