SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $970 | -99.9% | 21,491 | -2.8% | 0.10% | -4.0% |
| Q3 2022 | $936,000 | -7.7% | 22,099 | -2.7% | 0.10% | -2.9% |
| Q2 2022 | $1,014,000 | -21.0% | 22,708 | -4.7% | 0.10% | -2.8% |
| Q1 2022 | $1,284,000 | -8.9% | 23,839 | +92.4% | 0.11% | -2.8% |
| Q4 2021 | $1,410,000 | +5.6% | 12,390 | -3.5% | 0.11% | -55.5% |
| Q3 2021 | $1,335,000 | +0.5% | 12,836 | +0.4% | 0.24% | +42.4% |
| Q2 2021 | $1,329,000 | +23.5% | 12,779 | +14.0% | 0.17% | +5.5% |
| Q1 2021 | $1,076,000 | -2.8% | 11,205 | -7.9% | 0.16% | 0.0% |
| Q4 2020 | $1,107,000 | +26.7% | 12,167 | +12.3% | 0.16% | +13.2% |
| Q3 2020 | $874,000 | +15.6% | 10,837 | +6.2% | 0.14% | +4.3% |
| Q2 2020 | $756,000 | +21.3% | 10,201 | +0.4% | 0.14% | -3.5% |
| Q1 2020 | $623,000 | -31.2% | 10,165 | -13.7% | 0.14% | -5.9% |
| Q4 2019 | $905,000 | -15.8% | 11,781 | -22.3% | 0.15% | -17.4% |
| Q3 2019 | $1,075,000 | +24.4% | 15,161 | +23.2% | 0.18% | -2.6% |
| Q2 2019 | $864,000 | +5.0% | 12,304 | +1.1% | 0.19% | -6.9% |
| Q1 2019 | $823,000 | +18.1% | 12,173 | +4.2% | 0.20% | -1.0% |
| Q4 2018 | $697,000 | +31.8% | 11,687 | +53.5% | 0.20% | +57.7% |
| Q3 2018 | $529,000 | +30.6% | 7,614 | +21.9% | 0.13% | +20.4% |
| Q2 2018 | $405,000 | -4.7% | 6,246 | -7.4% | 0.11% | -18.2% |
| Q1 2018 | $425,000 | 0.0% | 6,743 | +1.1% | 0.13% | +8.2% |
| Q4 2017 | $425,000 | +2.4% | 6,668 | -3.5% | 0.12% | -12.2% |
| Q3 2017 | $415,000 | -15.8% | 6,912 | -19.1% | 0.14% | -20.6% |
| Q2 2017 | $493,000 | +4.0% | 8,548 | +1.4% | 0.18% | -4.4% |
| Q1 2017 | $474,000 | +7.5% | 8,430 | +1.8% | 0.18% | -6.2% |
| Q4 2016 | $441,000 | -0.5% | 8,284 | -3.4% | 0.20% | -7.1% |
| Q3 2016 | $443,000 | -1.3% | 8,572 | -5.0% | 0.21% | -2.8% |
| Q2 2016 | $449,000 | -7.8% | 9,025 | -9.5% | 0.22% | -11.5% |
| Q1 2016 | $487,000 | -7.6% | 9,974 | -8.0% | 0.24% | -10.3% |
| Q4 2015 | $527,000 | – | 10,841 | – | 0.27% | – |
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% |