SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,730,804 | +0.1% | 389,937 | +3.6% | 4.93% | +12.9% |
| Q2 2023 | $19,706,019 | +6.3% | 376,284 | -1.8% | 4.37% | -24.9% |
| Q1 2023 | $18,537,469 | +1.1% | 383,243 | -5.6% | 5.81% | -3.5% |
| Q4 2022 | $18,334,399 | +22.9% | 406,077 | +15.3% | 6.02% | +6.5% |
| Q3 2022 | $14,920,000 | -3.1% | 352,306 | +2.2% | 5.65% | -0.8% |
| Q2 2022 | $15,393,000 | -14.7% | 344,685 | +2.9% | 5.70% | -5.8% |
| Q1 2022 | $18,046,000 | -3.2% | 335,119 | +104.7% | 6.05% | -1.0% |
| Q4 2021 | $18,635,000 | +13.3% | 163,726 | +3.6% | 6.11% | -2.9% |
| Q3 2021 | $16,444,000 | +2.3% | 158,072 | +2.2% | 6.29% | +0.6% |
| Q2 2021 | $16,078,000 | +9.9% | 154,650 | +1.8% | 6.25% | -16.2% |
| Q1 2021 | $14,630,000 | +12.7% | 151,873 | +6.4% | 7.46% | -2.5% |
| Q4 2020 | $12,981,000 | +12.1% | 142,724 | -0.4% | 7.65% | -10.3% |
| Q3 2020 | $11,579,000 | +6.6% | 143,291 | -2.2% | 8.53% | +7.3% |
| Q2 2020 | $10,860,000 | +15.4% | 146,562 | -4.6% | 7.95% | -11.1% |
| Q1 2020 | $9,413,000 | -15.8% | 153,687 | +7.5% | 8.94% | -10.2% |
| Q4 2019 | $11,175,000 | – | 142,921 | – | 9.95% | – |
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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% |