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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,803,483 | +1.3% | 35,642 | +4.8% | 1.14% | -1.1% |
| Q2 2023 | $1,780,420 | +8.0% | 33,997 | +0.6% | 1.15% | +5.6% |
| Q1 2023 | $1,648,484 | -1.0% | 33,808 | -8.4% | 1.09% | +0.3% |
| Q4 2022 | $1,665,964 | +5.1% | 36,898 | -1.4% | 1.09% | +7.0% |
| Q3 2022 | $1,585,000 | +11.2% | 37,419 | +17.3% | 1.02% | +16.9% |
| Q2 2022 | $1,425,000 | -26.3% | 31,900 | -11.2% | 0.87% | -16.9% |
| Q1 2022 | $1,934,000 | +10.5% | 35,921 | +133.5% | 1.05% | +16.4% |
| Q4 2021 | $1,751,000 | +17.6% | 15,383 | +7.5% | 0.90% | +7.4% |
| Q3 2021 | $1,489,000 | +17.7% | 14,310 | +17.6% | 0.84% | +13.6% |
| Q2 2021 | $1,265,000 | +14.7% | 12,167 | +6.0% | 0.74% | +7.6% |
| Q1 2021 | $1,103,000 | +7.7% | 11,481 | +1.9% | 0.69% | +2.4% |
| Q4 2020 | $1,024,000 | +12.9% | 11,263 | +0.1% | 0.67% | +6.0% |
| Q3 2020 | $907,000 | +9.1% | 11,252 | +0.3% | 0.63% | +6.8% |
| Q2 2020 | $831,000 | +8.5% | 11,219 | -10.3% | 0.59% | +7.2% |
| Q1 2020 | $766,000 | +5.1% | 12,513 | +31.9% | 0.55% | +18.5% |
| Q4 2019 | $729,000 | – | 9,486 | – | 0.47% | – |
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% |