SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,815,110 | -57.7% | 134,685 | -56.2% | 0.28% | -12.7% |
| Q2 2023 | $16,108,868 | +149.5% | 307,598 | +130.4% | 0.32% | -13.9% |
| Q1 2023 | $6,457,090 | +5.8% | 133,494 | -1.2% | 0.37% | +94.2% |
| Q4 2022 | $6,102,955 | +4.8% | 135,171 | -1.7% | 0.19% | -62.5% |
| Q3 2022 | $5,826,000 | -3.5% | 137,562 | +1.8% | 0.50% | 0.0% |
| Q2 2022 | $6,036,000 | +27.3% | 135,162 | +53.5% | 0.50% | +50.4% |
| Q1 2022 | $4,743,000 | -5.7% | 88,072 | +99.3% | 0.34% | -6.9% |
| Q4 2021 | $5,029,000 | +28.9% | 44,181 | +17.8% | 0.36% | +6.2% |
| Q3 2021 | $3,902,000 | -4.8% | 37,513 | -4.8% | 0.34% | -6.9% |
| Q2 2021 | $4,097,000 | -1.3% | 39,402 | -8.9% | 0.36% | -14.2% |
| Q1 2021 | $4,153,000 | +0.5% | 43,242 | -4.8% | 0.42% | -11.7% |
| Q4 2020 | $4,132,000 | -9.2% | 45,429 | -19.5% | 0.48% | -24.5% |
| Q3 2020 | $4,550,000 | +0.5% | 56,436 | -7.6% | 0.64% | -11.4% |
| Q2 2020 | $4,528,000 | +15.8% | 61,103 | +3.4% | 0.72% | -1.4% |
| Q1 2020 | $3,911,000 | +232.3% | 59,103 | +288.1% | 0.73% | +203.3% |
| Q4 2019 | $1,177,000 | +19.9% | 15,230 | +10.7% | 0.24% | +3.9% |
| Q3 2019 | $982,000 | +2.7% | 13,753 | +1.0% | 0.23% | +3.1% |
| Q2 2019 | $956,000 | +1.7% | 13,614 | +1.2% | 0.22% | +2.3% |
| Q1 2019 | $940,000 | +7.9% | 13,449 | -1.8% | 0.22% | -1.4% |
| Q4 2018 | $871,000 | -15.5% | 13,701 | -7.6% | 0.22% | -12.6% |
| Q3 2018 | $1,031,000 | -31.6% | 14,826 | -36.1% | 0.25% | -43.9% |
| Q2 2018 | $1,508,000 | +70.2% | 23,196 | +65.1% | 0.45% | +39.0% |
| Q1 2018 | $886,000 | -1.4% | 14,050 | -0.4% | 0.33% | -2.7% |
| Q4 2017 | $899,000 | -47.9% | 14,103 | -51.0% | 0.34% | -40.2% |
| Q3 2017 | $1,727,000 | +4.0% | 28,762 | +0.0% | 0.56% | +55.1% |
| Q2 2017 | $1,661,000 | -0.8% | 28,758 | -3.3% | 0.36% | +1.7% |
| Q1 2017 | $1,674,000 | -3.9% | 29,750 | -2.8% | 0.36% | -6.6% |
| Q4 2016 | $1,742,000 | +9.8% | 30,612 | -4.0% | 0.38% | -10.0% |
| Q2 2016 | $1,587,000 | -16.1% | 31,885 | -15.7% | 0.42% | -28.6% |
| Q1 2016 | $1,892,000 | -6.8% | 37,805 | -9.5% | 0.59% | +5.5% |
| Q4 2015 | $2,030,000 | +8.4% | 41,794 | +2.2% | 0.56% | +0.9% |
| Q3 2015 | $1,872,000 | +2.2% | 40,902 | +10.2% | 0.56% | +15.1% |
| Q2 2015 | $1,831,000 | +33.6% | 37,130 | +34.3% | 0.48% | +28.2% |
| Q1 2015 | $1,370,000 | +2.5% | 27,647 | +1.4% | 0.38% | -6.5% |
| Q4 2014 | $1,337,000 | +17.3% | 27,267 | +12.4% | 0.40% | +18.6% |
| Q3 2014 | $1,140,000 | +2.9% | 24,260 | +2.5% | 0.34% | +7.3% |
| Q2 2014 | $1,108,000 | +39.4% | 23,666 | +33.2% | 0.32% | -27.9% |
| Q1 2014 | $795,000 | +0.3% | 17,773 | -1.2% | 0.44% | -0.5% |
| Q4 2013 | $793,000 | -86.4% | 17,996 | -86.9% | 0.44% | -12.7% |
| Q3 2011 | $5,826,000 | – | 137,562 | – | 0.50% | – |
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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% |