SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,940,297 | -2.7% | 38,346 | +0.7% | 0.14% | +83.3% |
| Q2 2023 | $1,993,870 | +8.5% | 38,073 | +0.2% | 0.08% | -52.7% |
| Q1 2023 | $1,837,628 | +8.9% | 37,991 | +1.7% | 0.16% | -8.8% |
| Q4 2022 | $1,686,787 | -17.2% | 37,360 | -22.3% | 0.18% | +88.5% |
| Q3 2022 | $2,037,000 | +24.8% | 48,101 | +31.6% | 0.10% | +26.3% |
| Q2 2022 | $1,632,000 | +462.8% | 36,539 | +578.0% | 0.08% | +533.3% |
| Q1 2022 | $290,000 | -13.2% | 5,389 | +83.4% | 0.01% | +9.1% |
| Q4 2021 | $334,000 | +9.5% | 2,938 | +0.2% | 0.01% | -79.2% |
| Q3 2021 | $305,000 | +8.5% | 2,932 | +8.6% | 0.05% | +3.9% |
| Q2 2021 | $281,000 | +8.5% | 2,699 | +0.2% | 0.05% | -1.9% |
| Q1 2021 | $259,000 | -9.4% | 2,694 | -14.4% | 0.05% | -21.2% |
| Q4 2020 | $286,000 | +8.7% | 3,146 | -3.7% | 0.07% | -5.7% |
| Q3 2020 | $263,000 | +9.1% | 3,268 | +0.4% | 0.07% | +1.4% |
| Q2 2020 | $241,000 | +6.6% | 3,255 | +10.7% | 0.07% | +11.3% |
| Q4 2019 | $226,000 | +8.7% | 2,940 | +0.5% | 0.06% | -1.6% |
| Q3 2019 | $208,000 | -52.7% | 2,926 | -53.8% | 0.06% | -14.9% |
| Q3 2018 | $440,000 | +113.6% | 6,334 | +100.3% | 0.07% | -2.6% |
| Q2 2018 | $206,000 | – | 3,163 | – | 0.08% | – |
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% |