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 | $3,273,033 | +1.6% | 64,685 | +5.1% | 0.28% | +0.7% |
| Q2 2023 | $3,222,908 | +4.5% | 61,541 | -3.4% | 0.28% | -4.2% |
| Q1 2023 | $3,082,790 | +7.2% | 63,733 | +0.1% | 0.29% | -2.4% |
| Q4 2022 | $2,875,688 | -37.3% | 63,692 | -40.4% | 0.29% | +11.8% |
| Q3 2022 | $4,586,000 | -3.0% | 106,897 | +1.4% | 0.26% | -3.0% |
| Q2 2022 | $4,728,000 | -17.0% | 105,406 | -0.4% | 0.27% | -1.8% |
| Q1 2022 | $5,697,000 | +68.1% | 105,813 | +255.4% | 0.28% | -17.6% |
| Q4 2021 | $3,390,000 | +18.6% | 29,777 | +8.2% | 0.34% | +13.9% |
| Q2 2021 | $2,858,000 | +21.8% | 27,508 | +12.5% | 0.29% | -6.7% |
| Q1 2021 | $2,347,000 | +5.1% | 24,444 | -0.4% | 0.32% | -4.0% |
| Q4 2020 | $2,233,000 | +11.8% | 24,547 | -0.9% | 0.33% | +0.6% |
| Q3 2020 | $1,998,000 | +4.4% | 24,782 | -3.9% | 0.33% | -6.1% |
| Q2 2020 | $1,914,000 | +13.5% | 25,797 | -6.3% | 0.35% | -10.3% |
| Q1 2020 | $1,687,000 | -18.1% | 27,517 | +2.6% | 0.39% | +24.0% |
| Q4 2019 | $2,061,000 | +6.9% | 26,828 | -1.4% | 0.31% | -22.2% |
| Q3 2019 | $1,928,000 | -1.3% | 27,219 | -2.2% | 0.40% | +56.0% |
| Q2 2019 | $1,954,000 | +3.2% | 27,834 | -0.5% | 0.26% | -39.0% |
| Q1 2019 | $1,893,000 | +12.2% | 27,984 | -1.0% | 0.42% | -7.3% |
| Q4 2018 | $1,687,000 | – | 28,254 | – | 0.45% | – |
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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% |