SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,884 | -3.3% | 6,064 | +0.1% | 0.07% | -2.7% |
| Q2 2023 | $317,274 | +8.4% | 6,058 | +0.1% | 0.08% | +4.2% |
| Q1 2023 | $292,700 | +7.3% | 6,051 | +0.2% | 0.07% | -22.6% |
| Q4 2022 | $272,711 | +6.9% | 6,040 | +0.2% | 0.09% | +8.1% |
| Q3 2022 | $255,000 | -24.6% | 6,027 | -20.5% | 0.09% | -23.9% |
| Q2 2022 | $338,000 | -17.0% | 7,581 | +0.2% | 0.11% | 0.0% |
| Q1 2022 | $407,000 | -5.3% | 7,569 | +100.2% | 0.11% | -6.6% |
| Q4 2021 | $430,000 | -2.3% | 3,780 | -10.7% | 0.12% | -9.0% |
| Q3 2021 | $440,000 | +0.2% | 4,234 | +0.1% | 0.13% | +1.5% |
| Q2 2021 | $439,000 | -3.3% | 4,228 | -10.7% | 0.13% | -7.7% |
| Q1 2021 | $454,000 | +18.8% | 4,733 | +12.6% | 0.14% | +14.5% |
| Q4 2020 | $382,000 | +17.2% | 4,205 | +3.7% | 0.12% | +2.5% |
| Q3 2020 | $326,000 | +831.4% | 4,054 | +781.3% | 0.12% | +908.3% |
| Q4 2019 | $35,000 | -12.5% | 460 | -19.3% | 0.01% | -14.3% |
| Q3 2019 | $40,000 | 0.0% | 570 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +5.3% | 570 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $38,000 | +15.2% | 570 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | -38.9% | 570 | -26.9% | 0.01% | -33.3% |
| Q3 2018 | $54,000 | – | 780 | – | 0.02% | – |
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% |