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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $96,000 | -17.2% | 2,154 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $116,000 | 0.0% | 2,154 | +111.8% | 0.03% | 0.0% |
| Q4 2021 | $116,000 | +9.4% | 1,017 | 0.0% | 0.03% | +3.1% |
| Q3 2021 | $106,000 | 0.0% | 1,017 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $106,000 | +8.2% | 1,017 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $98,000 | +6.5% | 1,017 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $92,000 | +12.2% | 1,017 | 0.0% | 0.03% | -3.1% |
| Q3 2020 | $82,000 | -8.9% | 1,017 | -17.2% | 0.03% | -13.5% |
| Q2 2020 | $90,000 | +80.0% | 1,228 | +47.6% | 0.04% | +42.3% |
| Q1 2020 | $50,000 | -20.6% | 832 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $63,000 | +6.8% | 832 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $59,000 | +1.7% | 832 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $58,000 | +3.6% | 832 | 0.0% | 0.03% | +3.4% |
| Q1 2019 | $56,000 | +14.3% | 832 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $49,000 | +250.0% | 832 | +322.3% | 0.03% | +314.3% |
| Q3 2018 | $14,000 | – | 197 | – | 0.01% | – |
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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% |