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 | $16,136,188 | +18.9% | 318,897 | +23.1% | 2.47% | +19.5% |
| Q2 2023 | $13,571,319 | +13.3% | 259,143 | +4.7% | 2.06% | +11.5% |
| Q1 2023 | $11,975,880 | -41.5% | 247,589 | -45.4% | 1.85% | -42.7% |
| Q4 2022 | $20,480,130 | +3.2% | 453,602 | -3.2% | 3.23% | -4.7% |
| Q3 2022 | $19,839,000 | -4.7% | 468,446 | +0.4% | 3.39% | -0.5% |
| Q2 2022 | $20,828,000 | -17.1% | 466,367 | +0.0% | 3.41% | -2.6% |
| Q1 2022 | $25,113,000 | -5.7% | 466,350 | +99.3% | 3.50% | +9.8% |
| Q4 2021 | $26,634,000 | +12.6% | 234,003 | +2.9% | 3.19% | +3.3% |
| Q3 2021 | $23,650,000 | +46.5% | 227,341 | +46.4% | 3.09% | +44.0% |
| Q2 2021 | $16,141,000 | -41.5% | 155,250 | -45.9% | 2.14% | -39.9% |
| Q1 2021 | $27,583,000 | -49.6% | 287,230 | -52.3% | 3.57% | -56.4% |
| Q4 2020 | $54,752,000 | +16.9% | 601,998 | +3.7% | 8.18% | -4.4% |
| Q3 2020 | $46,818,000 | +36.1% | 580,654 | +25.1% | 8.56% | +6.2% |
| Q2 2020 | $34,396,000 | +25.1% | 464,178 | +3.4% | 8.06% | -31.8% |
| Q1 2020 | $27,502,000 | -35.6% | 449,017 | -19.2% | 11.81% | +4.2% |
| Q4 2019 | $42,679,000 | +27.6% | 555,638 | +17.9% | 11.34% | +7.5% |
| Q3 2019 | $33,440,000 | +42.4% | 471,456 | +40.9% | 10.55% | +22.9% |
| Q2 2019 | $23,481,000 | +1.1% | 334,538 | 0.0% | 8.59% | +7.5% |
| Q1 2019 | $23,237,000 | +16.4% | 334,538 | +0.0% | 7.99% | +15.6% |
| Q4 2018 | $19,964,000 | -12.3% | 334,400 | +2.2% | 6.91% | +2.7% |
| Q3 2018 | $22,766,000 | – | 327,285 | – | 6.73% | – |
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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% |