SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $335,000 | -27.3% | 6,219 | +53.6% | 0.03% | -27.8% |
| Q4 2021 | $461,000 | +13.8% | 4,049 | +4.0% | 0.04% | -2.7% |
| Q3 2021 | $405,000 | +4.1% | 3,893 | +4.0% | 0.04% | +2.8% |
| Q2 2021 | $389,000 | +27.5% | 3,743 | +18.0% | 0.04% | +20.0% |
| Q1 2021 | $305,000 | -25.1% | 3,173 | -29.0% | 0.03% | -34.8% |
| Q4 2020 | $407,000 | +20.1% | 4,471 | -2.2% | 0.05% | -2.1% |
| Q2 2020 | $339,000 | -23.6% | 4,572 | -20.9% | 0.05% | -39.0% |
| Q4 2019 | $444,000 | -7.5% | 5,778 | -14.6% | 0.08% | -14.4% |
| Q3 2019 | $480,000 | +112.4% | 6,769 | +88.9% | 0.09% | +57.9% |
| Q1 2018 | $226,000 | 0.0% | 3,583 | +1.0% | 0.06% | 0.0% |
| Q4 2017 | $226,000 | +6.1% | 3,548 | +0.1% | 0.06% | +3.6% |
| Q3 2017 | $213,000 | -41.5% | 3,544 | -45.2% | 0.06% | -50.5% |
| Q1 2017 | $364,000 | -54.5% | 6,468 | -57.0% | 0.11% | -58.1% |
| Q4 2016 | $800,000 | – | 15,029 | – | 0.26% | – |
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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% |