SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $209,000 | -2.8% | 2,957 | -3.7% | 0.15% | -4.5% |
| Q2 2019 | $215,000 | -18.6% | 3,070 | -21.6% | 0.16% | -19.5% |
| Q1 2019 | $264,000 | +19.5% | 3,917 | +5.8% | 0.20% | +5.4% |
| Q4 2018 | $221,000 | -12.0% | 3,704 | +2.5% | 0.18% | +1.6% |
| Q3 2018 | $251,000 | +8.7% | 3,615 | +1.6% | 0.18% | +5.8% |
| Q2 2018 | $231,000 | +6.5% | 3,559 | +3.3% | 0.17% | +4.2% |
| Q1 2018 | $217,000 | -25.9% | 3,446 | -25.2% | 0.16% | -22.2% |
| Q4 2017 | $293,000 | +10.2% | 4,607 | +4.0% | 0.21% | +5.5% |
| Q3 2017 | $266,000 | +15.7% | 4,430 | +11.1% | 0.20% | +11.0% |
| Q2 2017 | $230,000 | – | 3,986 | – | 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% |