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 2022 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 26 | +100.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | -90.0% | 13 | -87.1% | 0.00% | -88.9% |
| Q1 2021 | $10,000 | +11.1% | 101 | 0.0% | 0.01% | +50.0% |
| Q4 2020 | $9,000 | -50.0% | 101 | -54.1% | 0.01% | -57.1% |
| Q3 2020 | $18,000 | -25.0% | 220 | -33.3% | 0.01% | -30.0% |
| Q2 2020 | $24,000 | +20.0% | 330 | +0.3% | 0.02% | -35.5% |
| Q1 2020 | $20,000 | -20.0% | 329 | +0.3% | 0.03% | +3.3% |
| Q4 2019 | $25,000 | +8.7% | 328 | +0.6% | 0.03% | -6.2% |
| Q3 2019 | $23,000 | +4.5% | 326 | +4.5% | 0.03% | -87.8% |
| Q3 2018 | $22,000 | – | 312 | – | 0.26% | – |
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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% |