SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,118,065 | -5.2% | 41,859 | -1.9% | 0.64% | -0.6% |
| Q2 2023 | $2,233,842 | +7.4% | 42,655 | -0.8% | 0.64% | +1.7% |
| Q1 2023 | $2,080,152 | +6.8% | 43,005 | -0.3% | 0.63% | -0.8% |
| Q4 2022 | $1,947,771 | +6.6% | 43,140 | 0.0% | 0.64% | -3.3% |
| Q3 2022 | $1,827,000 | -5.6% | 43,140 | -0.5% | 0.66% | -10.2% |
| Q2 2022 | $1,936,000 | -18.7% | 43,355 | -2.0% | 0.74% | -16.8% |
| Q1 2022 | $2,382,000 | -7.4% | 44,230 | +95.7% | 0.88% | -7.7% |
| Q4 2021 | $2,573,000 | +4.5% | 22,605 | -4.5% | 0.96% | -2.5% |
| Q3 2021 | $2,463,000 | -1.8% | 23,679 | -1.8% | 0.98% | -3.3% |
| Q2 2021 | $2,507,000 | +6.3% | 24,117 | -1.8% | 1.02% | +2.1% |
| Q1 2021 | $2,359,000 | -21.2% | 24,565 | -25.4% | 1.00% | -26.7% |
| Q4 2020 | $2,994,000 | +11.6% | 32,916 | -1.1% | 1.36% | -2.2% |
| Q3 2020 | $2,683,000 | +7.7% | 33,270 | -1.0% | 1.39% | +0.5% |
| Q2 2020 | $2,491,000 | +23.4% | 33,615 | -2.0% | 1.38% | +10.8% |
| Q1 2020 | $2,018,000 | -32.5% | 34,301 | -11.9% | 1.25% | +3.1% |
| Q4 2019 | $2,990,000 | +8.5% | 38,928 | +0.2% | 1.21% | +9.9% |
| Q3 2019 | $2,757,000 | +0.1% | 38,865 | +1.2% | 1.10% | +2.9% |
| Q2 2019 | $2,754,000 | +1.9% | 38,394 | -1.4% | 1.07% | -2.6% |
| Q1 2019 | $2,702,000 | +36.8% | 38,924 | +17.7% | 1.10% | +13.7% |
| Q4 2018 | $1,975,000 | – | 33,084 | – | 0.97% | – |
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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% |