SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,561 | -3.4% | 5,268 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $275,886 | +8.3% | 5,268 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $254,814 | +7.1% | 5,268 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $237,850 | -6.4% | 5,268 | -12.2% | 0.01% | -22.2% |
| Q3 2022 | $254,000 | -6.3% | 6,000 | -1.0% | 0.01% | 0.0% |
| Q2 2022 | $271,000 | -16.1% | 6,061 | +1.0% | 0.01% | 0.0% |
| Q1 2022 | $323,000 | -5.3% | 6,000 | +100.0% | 0.01% | -10.0% |
| Q4 2021 | $341,000 | +9.3% | 3,000 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $312,000 | 0.0% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $312,000 | +24.3% | 3,000 | +14.8% | 0.01% | +10.0% |
| Q1 2021 | $251,000 | +20.7% | 2,613 | +14.5% | 0.01% | +11.1% |
| Q4 2020 | $208,000 | +10.6% | 2,282 | -1.9% | 0.01% | 0.0% |
| Q3 2020 | $188,000 | +6.8% | 2,327 | -1.9% | 0.01% | 0.0% |
| Q2 2020 | $176,000 | +21.4% | 2,372 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $145,000 | -20.3% | 2,372 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $182,000 | +279.2% | 2,372 | +253.0% | 0.01% | +200.0% |
| Q3 2019 | $48,000 | 0.0% | 672 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | +41.2% | 672 | +33.9% | 0.00% | +50.0% |
| Q1 2019 | $34,000 | +13.3% | 502 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $30,000 | -14.3% | 502 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $35,000 | +6.1% | 502 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $33,000 | +3.1% | 502 | -1.6% | 0.00% | 0.0% |
| Q1 2018 | $32,000 | 0.0% | 510 | +1.6% | 0.00% | 0.0% |
| Q4 2017 | $32,000 | -68.3% | 502 | -75.8% | 0.00% | -75.0% |
| Q4 2015 | $101,000 | – | 2,074 | – | 0.01% | – |
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% |