SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,348 | -32.8% | 10,995 | -30.5% | 0.00% | -33.3% |
| Q2 2023 | $828,002 | +6.4% | 15,811 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $778,258 | -16.5% | 16,090 | -21.5% | 0.00% | +50.0% |
| Q4 2022 | $931,902 | +66.7% | 20,508 | +55.6% | 0.00% | 0.0% |
| Q3 2022 | $559,000 | +73.6% | 13,184 | +17.0% | 0.00% | 0.0% |
| Q2 2022 | $322,000 | -19.9% | 11,269 | +51.1% | 0.00% | 0.0% |
| Q1 2022 | $402,000 | -5.4% | 7,460 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $425,000 | +9.5% | 3,730 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $388,000 | -9.6% | 3,730 | -9.6% | 0.00% | 0.0% |
| Q2 2021 | $429,000 | +8.3% | 4,128 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $396,000 | +11.2% | 4,128 | +5.4% | 0.00% | 0.0% |
| Q4 2020 | $356,000 | +12.7% | 3,917 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $316,000 | +10.1% | 3,917 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $287,000 | -16.3% | 3,870 | -30.9% | 0.00% | 0.0% |
| Q1 2020 | $343,000 | -98.7% | 5,600 | -99.0% | 0.00% | -98.3% |
| Q4 2019 | $25,562,000 | +6338.8% | 548,333 | +9691.7% | 0.12% | +5900.0% |
| Q3 2019 | $397,000 | +1.0% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $393,000 | +3.7% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $379,000 | +13.5% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $334,000 | +21.9% | 5,600 | +42.3% | 0.00% | +100.0% |
| Q3 2018 | $274,000 | +8.7% | 3,935 | +1.7% | 0.00% | 0.0% |
| Q2 2018 | $252,000 | – | 3,870 | – | 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% |