SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,949,972 | -7.0% | 38,537 | -3.8% | 0.22% | -4.4% |
| Q2 2023 | $2,097,366 | -7.2% | 40,049 | -14.3% | 0.23% | -12.0% |
| Q1 2023 | $2,259,605 | +4.4% | 46,715 | -2.6% | 0.26% | -8.8% |
| Q4 2022 | $2,165,349 | -6.0% | 47,959 | -11.8% | 0.28% | -14.7% |
| Q3 2022 | $2,303,000 | -20.5% | 54,384 | -16.2% | 0.33% | -16.1% |
| Q2 2022 | $2,897,000 | +195.6% | 64,859 | +653.7% | 0.40% | +271.0% |
| Q4 2021 | $980,000 | +48.7% | 8,605 | -8.0% | 0.11% | -39.5% |
| Q2 2019 | $659,000 | -44.6% | 9,349 | -45.3% | 0.18% | -56.9% |
| Q3 2018 | $1,189,000 | -46.6% | 17,093 | -51.0% | 0.41% | -51.2% |
| Q4 2017 | $2,225,000 | -61.5% | 34,894 | -63.8% | 0.84% | -62.5% |
| Q3 2017 | $5,784,000 | – | 96,337 | – | 2.25% | – |
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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% |