SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $25,213,000 | +8.3% | 328,256 | +0.1% | 10.46% | +0.5% |
| Q3 2019 | $23,271,000 | +1.7% | 328,089 | +0.7% | 10.42% | +1.4% |
| Q2 2019 | $22,872,000 | +3.5% | 325,860 | -0.3% | 10.27% | +0.4% |
| Q1 2019 | $22,104,000 | +18.0% | 326,928 | +4.2% | 10.23% | -2.4% |
| Q4 2018 | $18,737,000 | -11.6% | 313,850 | +3.0% | 10.48% | +0.5% |
| Q3 2018 | $21,189,000 | +6.2% | 304,616 | -0.8% | 10.43% | -0.7% |
| Q2 2018 | $19,954,000 | +3.3% | 307,037 | +0.3% | 10.50% | +1.9% |
| Q1 2018 | $19,317,000 | -13.0% | 306,238 | -12.0% | 10.30% | -11.5% |
| Q4 2017 | $22,191,000 | +6.7% | 347,931 | +0.5% | 11.64% | +1.6% |
| Q3 2017 | $20,792,000 | +4.0% | 346,306 | +0.1% | 11.45% | +0.4% |
| Q2 2017 | $19,995,000 | +5.1% | 346,120 | +2.4% | 11.40% | -0.7% |
| Q1 2017 | $19,020,000 | +9.0% | 338,013 | +3.2% | 11.48% | +0.8% |
| Q4 2016 | $17,453,000 | +13.9% | 327,688 | +10.4% | 11.39% | +12.5% |
| Q3 2016 | $15,317,000 | +5.9% | 296,728 | +2.1% | 10.12% | -0.4% |
| Q2 2016 | $14,470,000 | – | 290,737 | – | 10.17% | – |
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% |