SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $31,944,000 | +17.3% | 472,472 | +3.6% | 11.22% | -1.5% |
| Q4 2018 | $27,230,000 | -16.1% | 456,108 | -2.2% | 11.39% | -4.3% |
| Q3 2018 | $32,455,000 | +5.6% | 466,574 | -1.3% | 11.90% | +1.8% |
| Q2 2018 | $30,721,000 | +4.5% | 472,705 | +1.4% | 11.69% | +4.9% |
| Q1 2018 | $29,393,000 | +6.0% | 465,966 | +13.1% | 11.14% | +7.9% |
| Q4 2017 | $27,724,000 | +13.6% | 411,882 | +3.7% | 10.33% | +44.0% |
| Q3 2017 | $24,397,000 | +45.9% | 397,212 | +18.5% | 7.17% | +56.4% |
| Q2 2017 | $16,720,000 | -23.8% | 335,095 | -14.1% | 4.59% | -32.5% |
| Q1 2017 | $21,942,000 | +33.5% | 389,943 | +26.3% | 6.79% | +46.7% |
| Q4 2016 | $16,441,000 | -33.9% | 308,689 | -35.9% | 4.63% | -34.5% |
| Q3 2016 | $24,873,000 | +21.3% | 481,843 | +16.9% | 7.06% | +12.4% |
| Q2 2016 | $20,509,000 | +25.7% | 412,072 | +23.4% | 6.28% | +37.2% |
| Q1 2016 | $16,315,000 | +244.1% | 334,048 | +242.2% | 4.58% | +234.1% |
| Q4 2015 | $4,742,000 | – | 97,628 | +4881300.0% | 1.37% | – |
| Q3 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 2 | – | 0.00% | – |
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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% |