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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,387,102 | -15.5% | 422,670 | -12.6% | 1.94% | -7.6% |
| Q2 2023 | $25,317,805 | +2.3% | 483,441 | -5.5% | 2.10% | +3.7% |
| Q1 2023 | $24,753,396 | +1.0% | 511,751 | -5.8% | 2.02% | -0.5% |
| Q4 2022 | $24,519,069 | -5.7% | 543,058 | -11.6% | 2.03% | -1.0% |
| Q3 2022 | $26,011,000 | -9.0% | 614,190 | -4.0% | 2.05% | -0.2% |
| Q2 2022 | $28,571,000 | -22.7% | 639,741 | -6.8% | 2.06% | -6.0% |
| Q1 2022 | $36,972,000 | +6585.7% | 686,585 | +9428.0% | 2.19% | +744.4% |
| Q4 2019 | $553,000 | +16.9% | 7,206 | +8.1% | 0.26% | +41.5% |
| Q3 2019 | $473,000 | +29.2% | 6,664 | +28.0% | 0.18% | +40.8% |
| Q2 2019 | $366,000 | +22.0% | 5,208 | +17.5% | 0.13% | +60.5% |
| Q1 2019 | $300,000 | +57.9% | 4,431 | +39.2% | 0.08% | +37.3% |
| Q4 2018 | $190,000 | -10.4% | 3,184 | +4.6% | 0.06% | +15.7% |
| Q3 2018 | $212,000 | +46.2% | 3,045 | +36.4% | 0.05% | -25.0% |
| Q2 2018 | $145,000 | +98.6% | 2,233 | +92.8% | 0.07% | +100.0% |
| Q1 2018 | $73,000 | – | 1,158 | – | 0.03% | – |
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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% |