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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $129,776 | 0.0% | 2,683 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $129,776 | +7.1% | 2,683 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $121,137 | -5.4% | 2,683 | -11.2% | 0.00% | 0.0% |
| Q3 2022 | $128,000 | +124.6% | 3,023 | +182.5% | 0.00% | – |
| Q1 2022 | $57,000 | -48.6% | 1,070 | +9.1% | 0.00% | -100.0% |
| Q4 2021 | $111,000 | +101.8% | 981 | +83.4% | 0.00% | – |
| Q3 2021 | $55,000 | 0.0% | 535 | 0.0% | 0.00% | – |
| Q2 2021 | $55,000 | -12.7% | 535 | -18.9% | 0.00% | – |
| Q1 2021 | $63,000 | -18.2% | 660 | -22.4% | 0.00% | – |
| Q4 2020 | $77,000 | -12.5% | 850 | -22.7% | 0.00% | -100.0% |
| Q3 2020 | $88,000 | +8.6% | 1,100 | 0.0% | 0.00% | – |
| Q2 2020 | $81,000 | -3.6% | 1,100 | 0.0% | 0.00% | – |
| Q1 2020 | $84,000 | 0.0% | 1,100 | 0.0% | 0.00% | – |
| Q4 2019 | $84,000 | -8.7% | 1,100 | -15.4% | 0.00% | – |
| Q3 2019 | $92,000 | +19.5% | 1,300 | +18.2% | 0.00% | – |
| Q2 2019 | $77,000 | -56.5% | 1,100 | -58.2% | 0.00% | -100.0% |
| Q1 2019 | $177,000 | – | 2,629 | – | 0.00% | – |
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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% |