SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $864,279 | -5.2% | 20,408 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $911,421 | -36.7% | 20,408 | -23.7% | 0.01% | -11.1% |
| Q1 2022 | $1,440,487 | -5.4% | 26,750 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $1,522,342 | +9.4% | 13,375 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $1,391,402 | +8.9% | 13,375 | +8.9% | 0.01% | +25.0% |
| Q2 2021 | $1,277,375 | +8.3% | 12,286 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $1,179,825 | +48.6% | 12,286 | +40.7% | 0.01% | +66.7% |
| Q4 2020 | $793,994 | +293.1% | 8,730 | +247.8% | 0.01% | +200.0% |
| Q3 2020 | $202,000 | -85.4% | 2,510 | -88.9% | 0.00% | -86.7% |
| Q1 2020 | $1,382,000 | -33.8% | 22,563 | -35.5% | 0.02% | -11.8% |
| Q4 2018 | $2,088,000 | -44.1% | 34,975 | -41.0% | 0.02% | -15.0% |
| Q1 2018 | $3,738,000 | +277.2% | 59,260 | +190.5% | 0.02% | +233.3% |
| Q4 2015 | $991,000 | – | 20,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |