SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,344,000 | +7.3% | 11,809 | -1.9% | 0.21% | -4.9% |
| Q3 2021 | $1,252,000 | +0.8% | 12,034 | +0.7% | 0.22% | -0.9% |
| Q2 2021 | $1,242,000 | +7.9% | 11,946 | -0.3% | 0.23% | -0.4% |
| Q1 2021 | $1,151,000 | +7.3% | 11,983 | +1.5% | 0.23% | +1.8% |
| Q4 2020 | $1,073,000 | +13.5% | 11,801 | +0.7% | 0.22% | +227.9% |
| Q3 2020 | $945,000 | +11.8% | 11,720 | +2.8% | 0.07% | +4.6% |
| Q2 2020 | $845,000 | +7.8% | 11,399 | -10.9% | 0.06% | -28.6% |
| Q1 2020 | $784,000 | -29.6% | 12,799 | -11.7% | 0.09% | -68.2% |
| Q4 2019 | $1,114,000 | +8.8% | 14,499 | +0.5% | 0.29% | +2.1% |
| Q3 2019 | $1,024,000 | -2.2% | 14,433 | -3.2% | 0.28% | -5.4% |
| Q2 2019 | $1,047,000 | +6.7% | 14,916 | +2.8% | 0.30% | +2.8% |
| Q1 2019 | $981,000 | +20.8% | 14,504 | +6.7% | 0.29% | +7.9% |
| Q4 2018 | $812,000 | -12.5% | 13,594 | +1.9% | 0.27% | -6.0% |
| Q3 2018 | $928,000 | +16.6% | 13,344 | +8.9% | 0.28% | +6.0% |
| Q2 2018 | $796,000 | +5.6% | 12,251 | +2.5% | 0.27% | +3.5% |
| Q1 2018 | $754,000 | +0.5% | 11,949 | +1.6% | 0.26% | +0.8% |
| Q4 2017 | $750,000 | +6.8% | 11,762 | +0.6% | 0.26% | +0.8% |
| Q3 2017 | $702,000 | +24.9% | 11,690 | +20.1% | 0.26% | +20.3% |
| Q2 2017 | $562,000 | +12.6% | 9,730 | +9.8% | 0.21% | +7.6% |
| Q1 2017 | $499,000 | +9.4% | 8,865 | +3.5% | 0.20% | -1.5% |
| Q4 2016 | $456,000 | +3.2% | 8,562 | -0.1% | 0.20% | +1.5% |
| Q3 2016 | $442,000 | +5.7% | 8,569 | +2.1% | 0.20% | +3.7% |
| Q2 2016 | $418,000 | -2.1% | 8,394 | -4.0% | 0.19% | -7.3% |
| Q1 2016 | $427,000 | +4.9% | 8,748 | +4.4% | 0.20% | +3.0% |
| Q4 2015 | $407,000 | +9.7% | 8,380 | +3.3% | 0.20% | +4.2% |
| Q3 2015 | $371,000 | +17.0% | 8,112 | +26.2% | 0.19% | +22.4% |
| Q2 2015 | $317,000 | +10.1% | 6,428 | +10.8% | 0.16% | +10.6% |
| Q1 2015 | $288,000 | +32.1% | 5,800 | +30.3% | 0.14% | +25.9% |
| Q4 2014 | $218,000 | – | 4,450 | – | 0.11% | – |
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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% |