SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,345 | +64.6% | 15,066 | +70.4% | 0.00% | – |
| Q2 2023 | $463,032 | +96.1% | 8,841 | +81.1% | 0.00% | – |
| Q1 2023 | $236,148 | +101251.1% | 4,882 | -5.4% | 0.00% | – |
| Q4 2022 | $233 | -99.9% | 5,159 | -3.3% | 0.00% | – |
| Q3 2022 | $226,000 | -33.7% | 5,337 | -15.8% | 0.00% | – |
| Q1 2022 | $341,000 | -36.1% | 6,340 | +35.1% | 0.00% | – |
| Q4 2021 | $534,000 | +100.0% | 4,692 | +82.9% | 0.00% | – |
| Q3 2021 | $267,000 | +25.9% | 2,566 | +16.5% | 0.00% | – |
| Q1 2021 | $212,000 | -78.6% | 2,203 | -79.7% | 0.00% | -100.0% |
| Q4 2020 | $989,000 | +287.8% | 10,869 | +227.0% | 0.00% | – |
| Q4 2019 | $255,000 | -38.3% | 3,324 | -45.6% | 0.00% | – |
| Q1 2019 | $413,000 | +95.7% | 6,112 | +49.2% | 0.00% | – |
| Q3 2016 | $211,000 | -1.4% | 4,096 | -5.4% | 0.00% | – |
| Q2 2015 | $214,000 | – | 4,330 | – | 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% |