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 | $4,532,950 | +118.8% | 89,584 | +126.4% | 0.01% | +100.0% |
| Q2 2023 | $2,072,019 | -52.6% | 39,565 | -56.2% | 0.00% | -50.0% |
| Q1 2023 | $4,370,084 | +112.2% | 90,347 | +98.1% | 0.01% | +100.0% |
| Q4 2022 | $2,059,608 | -99.8% | 45,617 | +122.3% | 0.00% | +200.0% |
| Q3 2022 | $869,022,000 | +301.1% | 20,520 | +323.0% | 0.00% | – |
| Q2 2022 | $216,646,000 | -77.9% | 4,851 | -73.4% | 0.00% | -100.0% |
| Q1 2022 | $982,116,000 | +195.2% | 18,238 | +523.9% | 0.00% | – |
| Q4 2021 | $332,696,000 | +35.2% | 2,923 | -8.8% | 0.00% | – |
| Q4 2019 | $246,099,000 | +23.8% | 3,204 | +14.3% | 0.00% | – |
| Q3 2019 | $198,746,000 | +66.2% | 2,802 | +64.4% | 0.00% | – |
| Q2 2019 | $119,604,000 | +17.5% | 1,704 | +13.2% | 0.00% | – |
| Q1 2019 | $101,753,000 | +31.4% | 1,505 | +16.0% | 0.00% | – |
| Q4 2018 | $77,431,000 | -6.5% | 1,297 | +8.9% | 0.00% | – |
| Q3 2018 | $82,846,000 | +23.5% | 1,191 | +15.4% | 0.00% | – |
| Q2 2018 | $67,070,000 | +61.3% | 1,032 | +56.6% | 0.00% | – |
| Q1 2018 | $41,570,000 | -98.3% | 659 | -98.7% | 0.00% | -100.0% |
| Q1 2015 | $2,478,500,000 | – | 50,000 | – | 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% |