SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,559,560 | +4451.0% | 226,038 | +9141.1% | 6.01% | +3830.7% |
Q3 2021 | $254,000 | -38.0% | 2,446 | -38.0% | 0.15% | -42.5% |
Q2 2021 | $410,000 | -12.6% | 3,944 | -19.2% | 0.27% | -19.6% |
Q1 2021 | $469,000 | -31.8% | 4,879 | -35.5% | 0.33% | -33.8% |
Q4 2020 | $688,000 | -15.4% | 7,564 | -25.0% | 0.50% | -22.2% |
Q3 2020 | $813,000 | +1.9% | 10,084 | -6.4% | 0.64% | -4.7% |
Q2 2020 | $798,000 | +4.2% | 10,770 | -13.8% | 0.68% | -16.8% |
Q1 2020 | $766,000 | -34.8% | 12,500 | -18.2% | 0.81% | -20.2% |
Q4 2019 | $1,174,000 | -12.5% | 15,285 | -19.2% | 1.02% | -19.9% |
Q3 2019 | $1,342,000 | +16.8% | 18,917 | +17.4% | 1.27% | +20.5% |
Q2 2019 | $1,149,000 | +30.4% | 16,112 | +23.7% | 1.05% | +37.6% |
Q1 2019 | $881,000 | +68.5% | 13,028 | +48.8% | 0.76% | +55.5% |
Q4 2018 | $523,000 | +15.7% | 8,755 | +34.8% | 0.49% | +39.0% |
Q3 2018 | $452,000 | +39.9% | 6,495 | +30.6% | 0.35% | +34.6% |
Q2 2018 | $323,000 | +33.5% | 4,974 | +29.6% | 0.26% | +30.2% |
Q1 2018 | $242,000 | – | 3,838 | – | 0.20% | – |
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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% |