SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $584,939 | -2.6% | 11,438 | 0.0% | 0.15% | +0.7% |
Q2 2023 | $600,495 | +7.7% | 11,438 | +0.3% | 0.15% | +2.1% |
Q1 2023 | $557,460 | +3.4% | 11,407 | +0.2% | 0.15% | 0.0% |
Q4 2022 | $539,174 | +5.5% | 11,387 | -0.3% | 0.15% | -7.0% |
Q3 2022 | $511,000 | -6.6% | 11,418 | +1.5% | 0.16% | -0.6% |
Q2 2022 | $547,000 | -3.4% | 11,247 | +1.3% | 0.16% | +5.3% |
Q1 2022 | $566,000 | -12.5% | 11,102 | +91.2% | 0.15% | -11.8% |
Q4 2021 | $647,000 | +1.9% | 5,807 | -1.1% | 0.17% | -2.9% |
Q3 2021 | $635,000 | -3.8% | 5,869 | -6.0% | 0.18% | -7.4% |
Q2 2021 | $660,000 | -45.7% | 6,243 | -49.4% | 0.19% | -52.2% |
Q1 2021 | $1,215,000 | -22.8% | 12,331 | -25.1% | 0.40% | -26.3% |
Q4 2020 | $1,574,000 | +16.9% | 16,467 | -2.7% | 0.54% | -0.9% |
Q3 2020 | $1,347,000 | -1.5% | 16,917 | -0.3% | 0.54% | -1.8% |
Q2 2020 | $1,368,000 | +20.0% | 16,974 | -1.1% | 0.55% | -3.3% |
Q1 2020 | $1,140,000 | -44.3% | 17,162 | -34.3% | 0.57% | -37.4% |
Q4 2019 | $2,046,000 | +4.5% | 26,117 | +0.1% | 0.91% | -4.8% |
Q3 2019 | $1,957,000 | – | 26,103 | – | 0.96% | – |
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% |