SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,402 | +0.4% | 8,921 | +3.9% | 0.27% | +3.1% |
| Q2 2023 | $449,753 | +3.8% | 8,588 | -4.1% | 0.26% | -6.8% |
| Q1 2023 | $433,161 | +7.1% | 8,955 | +0.0% | 0.28% | -3.1% |
| Q4 2022 | $404,279 | +5.8% | 8,954 | -0.8% | 0.29% | +3.2% |
| Q3 2022 | $382,000 | -11.8% | 9,027 | -6.8% | 0.28% | -7.0% |
| Q2 2022 | $433,000 | +29.6% | 9,689 | +56.1% | 0.30% | +67.8% |
| Q1 2022 | $334,000 | -13.0% | 6,208 | +84.0% | 0.18% | +3.4% |
| Q4 2021 | $384,000 | +8.2% | 3,374 | +0.0% | 0.17% | -1.7% |
| Q3 2021 | $355,000 | +1.1% | 3,373 | 0.0% | 0.18% | +2.3% |
| Q2 2021 | $351,000 | +1.4% | 3,373 | -6.3% | 0.17% | -9.9% |
| Q1 2021 | $346,000 | +0.6% | 3,601 | -4.8% | 0.19% | -4.0% |
| Q4 2020 | $344,000 | +2.4% | 3,781 | -9.3% | 0.20% | -16.3% |
| Q3 2020 | $336,000 | +8.7% | 4,168 | +0.1% | 0.24% | -7.0% |
| Q2 2020 | $309,000 | +5.8% | 4,165 | -12.5% | 0.26% | -25.1% |
| Q1 2020 | $292,000 | -13.4% | 4,761 | +0.2% | 0.34% | -3.1% |
| Q3 2019 | $337,000 | +1.2% | 4,753 | +0.0% | 0.35% | +14.2% |
| Q2 2019 | $333,000 | -2.3% | 4,751 | -5.7% | 0.31% | -12.7% |
| Q1 2019 | $341,000 | – | 5,037 | – | 0.36% | – |
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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% |