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 2021 | $6,354,000 | -8.5% | 61,075 | -8.6% | 1.67% | +1.1% |
| Q2 2021 | $6,946,000 | +4.4% | 66,804 | -3.6% | 1.66% | -5.0% |
| Q1 2021 | $6,655,000 | -0.3% | 69,303 | -2.8% | 1.74% | -2.9% |
| Q4 2020 | $6,673,000 | +6.6% | 71,266 | -5.0% | 1.79% | -9.1% |
| Q3 2020 | $6,262,000 | +4.6% | 75,051 | -3.4% | 1.97% | -9.0% |
| Q2 2020 | $5,989,000 | +33.8% | 77,695 | +2.1% | 2.17% | +0.0% |
| Q1 2020 | $4,476,000 | -6.8% | 76,085 | +23.6% | 2.17% | +9.3% |
| Q4 2019 | $4,800,000 | +10.2% | 61,552 | +0.1% | 1.98% | -8.1% |
| Q3 2019 | $4,354,000 | +4.7% | 61,471 | +5.6% | 2.16% | -4.2% |
| Q2 2019 | $4,158,000 | +1.6% | 58,227 | -1.3% | 2.25% | -2.0% |
| Q1 2019 | $4,094,000 | +12.8% | 58,972 | +3.5% | 2.30% | +2.8% |
| Q4 2018 | $3,628,000 | -5.5% | 56,964 | -1.9% | 2.24% | -10.3% |
| Q3 2018 | $3,838,000 | +14.3% | 58,084 | +12.4% | 2.49% | +13.5% |
| Q2 2018 | $3,358,000 | +0.9% | 51,664 | -2.1% | 2.20% | +0.7% |
| Q1 2018 | $3,328,000 | +0.1% | 52,754 | +1.2% | 2.18% | +0.6% |
| Q4 2017 | $3,326,000 | +10.1% | 52,141 | +3.6% | 2.17% | +6.3% |
| Q3 2017 | $3,020,000 | +11.9% | 50,307 | +7.6% | 2.04% | +6.6% |
| Q2 2017 | $2,700,000 | +7.8% | 46,744 | +5.0% | 1.91% | +3.5% |
| Q1 2017 | $2,504,000 | +8.6% | 44,501 | +2.8% | 1.85% | +4.6% |
| Q4 2016 | $2,305,000 | – | 43,273 | – | 1.77% | – |
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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% |