SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,874 | +10.2% | 5,946 | +14.1% | 0.10% | +15.7% |
| Q2 2023 | $272,959 | +8.3% | 5,212 | 0.0% | 0.09% | +4.7% |
| Q1 2023 | $252,111 | +7.1% | 5,212 | 0.0% | 0.08% | +16.4% |
| Q4 2022 | $235,328 | +6.5% | 5,212 | 0.0% | 0.07% | -3.9% |
| Q3 2022 | $221,000 | -5.2% | 5,212 | 0.0% | 0.08% | -21.6% |
| Q2 2022 | $233,000 | -17.1% | 5,212 | 0.0% | 0.10% | -7.6% |
| Q1 2022 | $281,000 | +0.4% | 5,212 | +100.0% | 0.10% | +5.0% |
| Q4 2021 | $280,000 | -12.2% | 2,606 | -18.0% | 0.10% | -20.6% |
| Q1 2021 | $319,000 | +8.1% | 3,177 | 0.0% | 0.13% | +3.3% |
| Q4 2020 | $295,000 | +14.3% | 3,177 | 0.0% | 0.12% | +22.0% |
| Q3 2020 | $258,000 | +9.8% | 3,177 | 0.0% | 0.10% | +40.8% |
| Q2 2020 | $235,000 | -19.0% | 3,177 | -13.2% | 0.07% | -13.4% |
| Q4 2019 | $290,000 | +45.0% | 3,662 | +28.2% | 0.08% | +39.0% |
| Q2 2019 | $200,000 | +2122.2% | 2,856 | +2063.6% | 0.06% | +1080.0% |
| Q2 2018 | $9,000 | +12.5% | 132 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -92.5% | 132 | -92.1% | 0.01% | -91.8% |
| Q4 2017 | $106,000 | – | 1,669 | – | 0.06% | – |
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% |