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 | $22,865,156 | -8.1% | 451,881 | -4.8% | 9.32% | -2.3% |
Q2 2023 | $24,868,271 | +8.0% | 474,857 | -0.2% | 9.53% | +1.8% |
Q1 2023 | $23,023,700 | +4.9% | 475,991 | -2.1% | 9.36% | -0.7% |
Q4 2022 | $21,943,124 | +8.0% | 486,005 | +1.3% | 9.43% | -1.8% |
Q3 2022 | $20,321,000 | -4.5% | 479,837 | +0.7% | 9.60% | -0.6% |
Q2 2022 | $21,276,000 | -18.0% | 476,400 | -1.2% | 9.67% | -6.6% |
Q1 2022 | $25,960,000 | -4.8% | 482,073 | +101.2% | 10.35% | -2.0% |
Q4 2021 | $27,276,000 | +11.3% | 239,646 | +1.7% | 10.57% | +2.5% |
Q3 2021 | $24,504,000 | -1.4% | 235,543 | -1.5% | 10.31% | -2.5% |
Q2 2021 | $24,851,000 | +8.2% | 239,024 | -0.1% | 10.58% | +1.4% |
Q1 2021 | $22,973,000 | +3.2% | 239,227 | -2.2% | 10.43% | -4.3% |
Q4 2020 | $22,250,000 | +19.5% | 244,636 | +5.9% | 10.90% | -1.0% |
Q3 2020 | $18,620,000 | +9.9% | 230,932 | +1.0% | 11.00% | -2.2% |
Q2 2020 | $16,944,000 | +21.9% | 228,665 | +0.7% | 11.25% | +0.0% |
Q1 2020 | $13,905,000 | -16.1% | 227,015 | +5.2% | 11.24% | +0.4% |
Q4 2019 | $16,575,000 | +8.7% | 215,795 | +0.4% | 11.20% | -3.6% |
Q3 2019 | $15,245,000 | +2.5% | 214,924 | +1.4% | 11.61% | +2.3% |
Q2 2019 | $14,876,000 | +8.8% | 211,944 | +4.8% | 11.35% | +1.5% |
Q1 2019 | $13,677,000 | +25.1% | 202,292 | +10.5% | 11.19% | +8.0% |
Q4 2018 | $10,930,000 | – | 183,086 | – | 10.36% | – |
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% |