SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $334,456 | +8.2% | 6,915 | +1.0% | 0.02% | -5.3% |
| Q4 2022 | $309,240 | -86.3% | 6,849 | -87.2% | 0.02% | -87.6% |
| Q3 2022 | $2,263,000 | -4.9% | 53,408 | +0.3% | 0.15% | -3.8% |
| Q2 2022 | $2,379,000 | -19.7% | 53,263 | -3.2% | 0.16% | -11.2% |
| Q1 2022 | $2,962,000 | -9.6% | 54,997 | +91.1% | 0.18% | -12.3% |
| Q4 2021 | $3,275,000 | +9.8% | 28,776 | +0.3% | 0.20% | +0.5% |
| Q3 2021 | $2,983,000 | -5.6% | 28,682 | -5.6% | 0.20% | -10.6% |
| Q2 2021 | $3,159,000 | +5.2% | 30,387 | -2.8% | 0.23% | -11.7% |
| Q1 2021 | $3,003,000 | -16.6% | 31,274 | -21.0% | 0.26% | -20.4% |
| Q4 2020 | $3,599,000 | -51.3% | 39,565 | -63.4% | 0.32% | -35.8% |
| Q3 2020 | $7,385,000 | +100.4% | 108,036 | +117.2% | 0.50% | +5.5% |
| Q2 2020 | $3,686,000 | -12.0% | 49,738 | -27.3% | 0.48% | -35.0% |
| Q1 2020 | $4,191,000 | -19.0% | 68,427 | +1.6% | 0.73% | +11.7% |
| Q4 2019 | $5,174,000 | +9.6% | 67,366 | +1.2% | 0.66% | -14.0% |
| Q3 2019 | $4,721,000 | +0.9% | 66,553 | -0.2% | 0.76% | -17.0% |
| Q2 2019 | $4,679,000 | -65.6% | 66,665 | -73.1% | 0.92% | -65.4% |
| Q1 2019 | $13,612,000 | +280.5% | 247,463 | +313.0% | 2.66% | +193.2% |
| Q4 2018 | $3,577,000 | -24.5% | 59,919 | -12.1% | 0.91% | +20.9% |
| Q3 2018 | $4,740,000 | +279.2% | 68,137 | +254.1% | 0.75% | +114.9% |
| Q2 2018 | $1,250,000 | +118.5% | 19,240 | +112.3% | 0.35% | +109.0% |
| Q1 2018 | $572,000 | +22.2% | 9,062 | +23.4% | 0.17% | +62.1% |
| Q4 2017 | $468,000 | +6.1% | 7,343 | -0.0% | 0.10% | 0.0% |
| Q3 2017 | $441,000 | – | 7,344 | – | 0.10% | – |
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% |