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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,003,873 | -3.6% | 59,365 | -0.2% | 0.57% | -1.5% |
| Q2 2023 | $3,115,600 | +2.4% | 59,492 | -5.4% | 0.58% | -3.0% |
| Q1 2023 | $3,043,106 | +7.1% | 62,913 | 0.0% | 0.60% | -2.1% |
| Q4 2022 | $2,840,526 | +3.7% | 62,913 | -2.7% | 0.61% | -5.8% |
| Q3 2022 | $2,739,000 | -5.2% | 64,672 | 0.0% | 0.65% | -3.8% |
| Q2 2022 | $2,888,000 | -19.2% | 64,672 | -2.6% | 0.68% | -6.1% |
| Q1 2022 | $3,575,000 | -3.7% | 66,380 | +103.5% | 0.72% | +0.4% |
| Q4 2021 | $3,713,000 | +9.4% | 32,622 | 0.0% | 0.72% | +10.6% |
| Q3 2021 | $3,394,000 | -0.4% | 32,622 | -0.5% | 0.65% | -4.0% |
| Q2 2021 | $3,408,000 | +73.8% | 32,780 | +39.0% | 0.68% | -3.8% |
| Q1 2021 | $1,961,000 | -8.4% | 23,580 | +0.2% | 0.70% | -4.6% |
| Q4 2020 | $2,141,000 | +1.9% | 23,537 | -9.7% | 0.74% | -14.0% |
| Q3 2020 | $2,101,000 | +8.9% | 26,052 | 0.0% | 0.86% | -0.2% |
| Q2 2020 | $1,930,000 | +74.2% | 26,052 | +44.0% | 0.86% | +42.8% |
| Q1 2020 | $1,108,000 | +20.4% | 18,086 | +51.0% | 0.60% | +33.6% |
| Q4 2019 | $920,000 | +62.8% | 11,974 | +50.4% | 0.45% | +65.4% |
| Q3 2019 | $565,000 | +1.1% | 7,961 | 0.0% | 0.27% | +0.4% |
| Q2 2019 | $559,000 | -3.3% | 7,961 | -12.3% | 0.27% | -7.5% |
| Q1 2019 | $578,000 | -49.3% | 9,079 | -52.4% | 0.29% | -54.1% |
| Q4 2018 | $1,139,000 | +75.0% | 19,077 | +42.4% | 0.64% | +26.0% |
| Q4 2015 | $651,000 | – | 13,396 | – | 0.51% | – |
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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% |