SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,835,000 | +14.6% | 38,264 | -5.3% | 0.21% | -4.0% |
| Q1 2020 | $2,474,000 | -53.0% | 40,390 | -41.1% | 0.22% | -45.5% |
| Q4 2019 | $5,266,000 | +22.0% | 68,554 | +12.6% | 0.41% | +16.2% |
| Q3 2019 | $4,317,000 | +24.8% | 60,865 | +23.5% | 0.35% | +12.8% |
| Q2 2019 | $3,460,000 | +53.2% | 49,292 | +47.6% | 0.31% | +48.6% |
| Q1 2019 | $2,258,000 | +50.8% | 33,399 | +33.2% | 0.21% | +32.1% |
| Q4 2018 | $1,497,000 | +64.5% | 25,079 | +91.7% | 0.16% | +67.4% |
| Q3 2018 | $910,000 | +64.0% | 13,081 | +53.0% | 0.10% | +46.2% |
| Q2 2018 | $555,000 | +55.0% | 8,547 | +50.8% | 0.06% | +35.4% |
| Q1 2018 | $358,000 | +13.7% | 5,668 | +14.9% | 0.05% | +14.3% |
| Q4 2017 | $315,000 | +6.4% | 4,932 | 0.0% | 0.04% | -4.5% |
| Q3 2017 | $296,000 | +43.7% | 4,932 | +38.3% | 0.04% | +29.4% |
| Q2 2017 | $206,000 | -11.2% | 3,566 | -20.6% | 0.03% | -37.0% |
| Q3 2016 | $232,000 | +4.0% | 4,490 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $223,000 | -5.5% | 4,490 | -7.0% | 0.05% | -14.3% |
| Q1 2016 | $236,000 | +0.4% | 4,830 | 0.0% | 0.06% | -16.0% |
| Q4 2015 | $235,000 | +5.4% | 4,830 | -1.0% | 0.08% | -5.1% |
| Q3 2015 | $223,000 | -4.3% | 4,880 | +3.4% | 0.08% | +9.7% |
| Q2 2015 | $233,000 | 0.0% | 4,719 | +0.2% | 0.07% | -8.9% |
| Q1 2015 | $233,000 | -2.5% | 4,709 | -3.2% | 0.08% | -8.1% |
| Q4 2014 | $239,000 | +2.6% | 4,866 | -2.0% | 0.09% | -1.1% |
| Q3 2014 | $233,000 | -2.9% | 4,966 | -3.3% | 0.09% | +19.2% |
| Q2 2014 | $240,000 | +4.3% | 5,134 | 0.0% | 0.07% | -26.3% |
| Q1 2014 | $230,000 | -7.6% | 5,134 | -9.3% | 0.10% | -5.7% |
| Q4 2013 | $249,000 | – | 5,659 | – | 0.10% | – |
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% |