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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $784,000 | -59.1% | 14,564 | -13.5% | 0.00% | -100.0% |
| Q4 2021 | $1,917,000 | +275.1% | 16,839 | +242.7% | 0.00% | – |
| Q3 2021 | $511,000 | +12.8% | 4,913 | +12.8% | 0.00% | – |
| Q2 2021 | $453,000 | +89.5% | 4,357 | +75.3% | 0.00% | – |
| Q1 2021 | $239,000 | -43.8% | 2,485 | -46.8% | 0.00% | – |
| Q4 2020 | $425,000 | -64.8% | 4,673 | -76.3% | 0.00% | -100.0% |
| Q1 2020 | $1,206,000 | -46.3% | 19,694 | -32.6% | 0.00% | -50.0% |
| Q4 2019 | $2,244,000 | -9.0% | 29,212 | -16.0% | 0.00% | 0.0% |
| Q3 2019 | $2,465,000 | -14.6% | 34,757 | -15.4% | 0.00% | 0.0% |
| Q2 2019 | $2,885,000 | -26.9% | 41,108 | -29.6% | 0.00% | -33.3% |
| Q1 2019 | $3,948,000 | -87.5% | 58,396 | -88.9% | 0.00% | -90.3% |
| Q4 2018 | $31,508,000 | +299.2% | 527,779 | +365.2% | 0.03% | +342.9% |
| Q3 2018 | $7,892,000 | +8.4% | 113,454 | +1.3% | 0.01% | 0.0% |
| Q2 2018 | $7,282,000 | +414.6% | 112,049 | +405.2% | 0.01% | +600.0% |
| Q4 2017 | $1,415,000 | -35.7% | 22,178 | -46.4% | 0.00% | -66.7% |
| Q4 2016 | $2,202,000 | – | 41,351 | – | 0.00% | – |
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% |