SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,439 | -8.8% | 5,345 | -5.6% | 0.00% | 0.0% |
| Q2 2023 | $296,605 | +11.4% | 5,664 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $266,309 | +83645.0% | 5,506 | -21.7% | 0.00% | 0.0% |
| Q4 2022 | $318 | -99.9% | 7,032 | +16.4% | 0.00% | 0.0% |
| Q3 2022 | $256,000 | +15.3% | 6,043 | +21.7% | 0.00% | 0.0% |
| Q2 2022 | $222,000 | -21.0% | 4,967 | +101.2% | 0.00% | 0.0% |
| Q4 2021 | $281,000 | +24.9% | 2,469 | -46.7% | 0.00% | -50.0% |
| Q4 2015 | $225,000 | +5.1% | 4,631 | +6.4% | 0.00% | 0.0% |
| Q2 2015 | $214,000 | – | 4,352 | – | 0.00% | – |
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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% |