SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,549,393 | +11.5% | 45,202 | 0.0% | 2.19% | +1.8% |
Q3 2023 | $2,287,221 | -7.7% | 45,202 | -4.4% | 2.15% | -3.2% |
Q2 2023 | $2,476,996 | +8.7% | 47,298 | +0.4% | 2.22% | +5.3% |
Q1 2023 | $2,278,953 | +7.1% | 47,115 | 0.0% | 2.11% | +1.2% |
Q4 2022 | $2,127,242 | +6.6% | 47,115 | 0.0% | 2.09% | +2.0% |
Q3 2022 | $1,995,000 | -5.2% | 47,115 | 0.0% | 2.05% | +0.0% |
Q2 2022 | $2,104,000 | -1.8% | 47,115 | +18.4% | 2.04% | +8.0% |
Q1 2022 | $2,143,000 | -5.4% | 39,804 | +100.0% | 1.89% | +0.7% |
Q4 2021 | $2,265,000 | +9.3% | 19,902 | -0.1% | 1.88% | +1.5% |
Q3 2021 | $2,072,000 | -6.1% | 19,920 | -6.1% | 1.85% | -7.4% |
Q2 2021 | $2,206,000 | -20.9% | 21,214 | -26.9% | 2.00% | -18.9% |
Q1 2021 | $2,788,000 | +5.0% | 29,028 | -0.6% | 2.47% | +2.2% |
Q4 2020 | $2,656,000 | +4.9% | 29,203 | -7.0% | 2.42% | -6.6% |
Q3 2020 | $2,533,000 | +0.6% | 31,409 | -7.6% | 2.59% | -3.9% |
Q2 2020 | $2,518,000 | +7.4% | 33,980 | -11.2% | 2.69% | -15.6% |
Q1 2020 | $2,345,000 | -61.2% | 38,283 | -51.3% | 3.19% | -45.2% |
Q4 2019 | $6,042,000 | +14.4% | 78,665 | +5.6% | 5.82% | +11.8% |
Q3 2019 | $5,283,000 | -3.0% | 74,487 | -4.0% | 5.20% | -2.9% |
Q2 2019 | $5,448,000 | +57.8% | 77,615 | +52.0% | 5.36% | +51.9% |
Q1 2019 | $3,452,000 | +28.3% | 51,052 | +13.3% | 3.53% | +14.0% |
Q4 2018 | $2,691,000 | – | 45,073 | – | 3.10% | – |
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% |