SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $417,000 | +3.0% | 4,011 | +3.0% | 0.16% | +0.6% |
| Q2 2021 | $405,000 | +0.7% | 3,896 | -6.9% | 0.16% | -4.1% |
| Q1 2021 | $402,000 | +1.5% | 4,184 | -3.8% | 0.17% | -1.2% |
| Q4 2020 | $396,000 | +13.1% | 4,350 | +0.3% | 0.17% | -0.6% |
| Q3 2020 | $350,000 | +25.0% | 4,335 | +14.7% | 0.17% | +11.7% |
| Q2 2020 | $280,000 | +23.9% | 3,778 | +2.4% | 0.15% | -0.6% |
| Q1 2020 | $226,000 | -22.1% | 3,690 | -2.3% | 0.16% | -1.9% |
| Q4 2019 | $290,000 | -17.6% | 3,777 | -23.8% | 0.16% | -28.2% |
| Q3 2019 | $352,000 | +12.5% | 4,956 | +11.2% | 0.22% | +17.6% |
| Q2 2019 | $313,000 | -5.2% | 4,458 | -8.8% | 0.19% | -5.1% |
| Q1 2019 | $330,000 | +24.5% | 4,886 | +9.9% | 0.20% | +8.2% |
| Q4 2018 | $265,000 | – | 4,444 | – | 0.18% | – |
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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% |