SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,078,696 | -5.6% | 456,101 | -2.2% | 3.04% | -4.4% |
| Q2 2023 | $24,434,860 | +8.1% | 466,581 | -0.2% | 3.18% | +7.3% |
| Q1 2023 | $22,604,210 | +18.1% | 467,319 | +10.2% | 2.97% | +14.8% |
| Q4 2022 | $19,142,292 | +14.6% | 423,971 | +13.4% | 2.58% | +18.8% |
| Q2 2022 | $16,697,000 | -7.9% | 373,867 | +11.0% | 2.18% | +8.1% |
| Q1 2022 | $18,133,000 | +14.3% | 336,723 | +141.5% | 2.01% | +18.8% |
| Q4 2021 | $15,870,000 | +21.7% | 139,430 | +11.2% | 1.70% | +8.2% |
| Q3 2021 | $13,045,000 | +670.5% | 125,397 | +670.1% | 1.57% | +628.4% |
| Q2 2021 | $1,693,000 | -3.0% | 16,284 | -10.4% | 0.22% | -7.7% |
| Q1 2021 | $1,746,000 | +2.5% | 18,178 | -2.9% | 0.23% | -4.5% |
| Q4 2020 | $1,703,000 | +11.0% | 18,719 | -1.6% | 0.24% | +1.2% |
| Q3 2020 | $1,534,000 | -7.2% | 19,027 | -14.7% | 0.24% | -19.7% |
| Q2 2020 | $1,653,000 | +6.9% | 22,307 | -11.7% | 0.30% | +1.4% |
| Q1 2020 | $1,547,000 | -35.4% | 25,253 | -19.0% | 0.30% | -29.7% |
| Q4 2019 | $2,393,000 | -6.2% | 31,160 | -13.4% | 0.42% | -13.2% |
| Q3 2019 | $2,552,000 | -6.8% | 35,982 | -7.7% | 0.48% | -5.8% |
| Q2 2019 | $2,737,000 | +140.3% | 38,992 | +131.5% | 0.52% | +106.0% |
| Q1 2019 | $1,139,000 | +18.4% | 16,843 | +4.6% | 0.25% | +5.0% |
| Q4 2018 | $962,000 | -12.9% | 16,108 | +1.4% | 0.24% | -10.2% |
| Q3 2018 | $1,105,000 | +4.3% | 15,891 | -2.5% | 0.26% | -4.7% |
| Q2 2018 | $1,059,000 | -17.7% | 16,296 | -20.1% | 0.28% | -20.6% |
| Q1 2018 | $1,287,000 | +15.8% | 20,405 | +17.1% | 0.35% | +31.1% |
| Q4 2017 | $1,111,000 | +44.7% | 17,423 | +31.0% | 0.27% | +30.9% |
| Q2 2017 | $768,000 | +33.8% | 13,302 | +30.4% | 0.20% | +37.8% |
| Q1 2017 | $574,000 | – | 10,204 | – | 0.15% | – |
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% |