SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $13,000 | -7.1% | 313 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -61.1% | 313 | -52.8% | 0.00% | -50.0% |
| Q1 2022 | $36,000 | -2.7% | 663 | +105.9% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +12.1% | 322 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | -54.8% | 322 | -53.9% | 0.00% | -50.0% |
| Q2 2021 | $73,000 | +9.0% | 699 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $67,000 | +17.5% | 699 | +11.8% | 0.01% | 0.0% |
| Q4 2020 | $57,000 | +119.2% | 625 | +92.9% | 0.01% | +100.0% |
| Q3 2020 | $26,000 | 0.0% | 324 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $26,000 | +18.2% | 324 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | -24.1% | 324 | -9.2% | 0.01% | -14.3% |
| Q4 2019 | $29,000 | – | 357 | – | 0.01% | – |
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% |