SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $14,157,000 | +13.3% | 175,579 | +4.1% | 4.77% | -0.5% |
| Q2 2020 | $12,496,000 | +19.4% | 168,642 | -1.3% | 4.80% | -4.4% |
| Q1 2020 | $10,463,000 | -19.3% | 170,821 | +1.2% | 5.02% | +4.5% |
| Q4 2019 | $12,967,000 | +18.1% | 168,818 | +9.1% | 4.80% | +12.1% |
| Q3 2019 | $10,978,000 | +29.8% | 154,777 | +28.4% | 4.28% | +28.9% |
| Q2 2019 | $8,458,000 | +33.9% | 120,503 | +29.0% | 3.32% | +18.0% |
| Q1 2019 | $6,317,000 | +59.4% | 93,440 | +40.7% | 2.82% | +31.7% |
| Q4 2018 | $3,964,000 | – | 66,394 | – | 2.14% | – |
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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% |