SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $6,000 | +20.0% | 90 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $5,000 | -16.7% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $6,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,000 | -57.1% | 90 | -59.1% | 0.01% | -54.5% |
| Q4 2017 | $14,000 | -91.2% | 220 | -93.3% | 0.01% | -93.1% |
| Q4 2015 | $159,000 | +6.0% | 3,271 | 0.0% | 0.16% | +3.9% |
| Q3 2015 | $150,000 | -40.0% | 3,271 | -35.5% | 0.15% | -33.9% |
| Q2 2015 | $250,000 | -0.4% | 5,071 | 0.0% | 0.23% | -2.9% |
| Q1 2015 | $251,000 | +0.8% | 5,071 | 0.0% | 0.24% | -1.2% |
| Q4 2014 | $249,000 | – | 5,071 | – | 0.24% | – |
Download | ||||||
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% |