SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $116,000 | -98.2% | 1,019 | -98.4% | 0.01% | -98.4% |
| Q3 2021 | $6,601,000 | +0.9% | 63,458 | +0.9% | 0.37% | -0.3% |
| Q2 2021 | $6,540,000 | +10.6% | 62,910 | +2.2% | 0.37% | +1.6% |
| Q1 2021 | $5,912,000 | +7.0% | 61,572 | +1.3% | 0.36% | -1.1% |
| Q4 2020 | $5,525,000 | +17.0% | 60,758 | +3.7% | 0.37% | +1.1% |
| Q3 2020 | $4,722,000 | +12.5% | 58,570 | +3.4% | 0.36% | +4.0% |
| Q2 2020 | $4,196,000 | +50.9% | 56,627 | +24.7% | 0.35% | +28.2% |
| Q1 2020 | $2,781,000 | -17.9% | 45,404 | +2.9% | 0.27% | +1.5% |
| Q4 2019 | $3,387,000 | +14.9% | 44,104 | +6.1% | 0.27% | +4.3% |
| Q3 2019 | $2,948,000 | +7.4% | 41,572 | +6.2% | 0.26% | +7.9% |
| Q2 2019 | $2,746,000 | +15155.6% | 39,127 | +14025.3% | 0.24% | +11850.0% |
| Q1 2019 | $18,000 | +1700.0% | 277 | +1104.3% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 23 | +43.8% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 16 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 16 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 16 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 16 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 16 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 16 | -90.4% | 0.00% | -100.0% |
| Q2 2016 | $8,000 | – | 167 | – | 0.00% | – |
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% |