SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,054 | -45.7% | 58 | -50.0% | 0.00% | 0.0% |
| Q1 2023 | $5,620 | +115.1% | 116 | +100.0% | 0.00% | 0.0% |
| Q4 2022 | $2,613 | +30.6% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -99.1% | 58 | -98.4% | 0.00% | -98.8% |
| Q4 2018 | $216,000 | -25.3% | 3,623 | -12.8% | 0.16% | -8.5% |
| Q3 2018 | $289,000 | +24.6% | 4,156 | +16.4% | 0.18% | +14.9% |
| Q2 2018 | $232,000 | +16.0% | 3,570 | +12.8% | 0.15% | +32.8% |
| Q1 2018 | $200,000 | -1.5% | 3,164 | -0.4% | 0.12% | -9.4% |
| Q4 2017 | $203,000 | -10.2% | 3,177 | -18.9% | 0.13% | -17.4% |
| Q2 2017 | $226,000 | -4.6% | 3,916 | -7.0% | 0.16% | -12.4% |
| Q1 2017 | $237,000 | – | 4,211 | – | 0.18% | – |
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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% |