SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $22,577,888 | +4.5% | 500,064 | -2.0% | 0.45% | +0.7% |
| Q3 2022 | $21,599,000 | -5.9% | 510,016 | -0.8% | 0.45% | +2.5% |
| Q2 2022 | $22,950,000 | -19.7% | 513,894 | -3.2% | 0.44% | -1.1% |
| Q1 2022 | $28,574,000 | -10.1% | 530,621 | +90.0% | 0.44% | -4.8% |
| Q4 2021 | $31,789,000 | +3.1% | 279,290 | -5.8% | 0.46% | -5.3% |
| Q3 2021 | $30,831,000 | 0.0% | 296,534 | 0.0% | 0.49% | +19.6% |
| Q2 2021 | $30,831,000 | +4.3% | 296,534 | -3.7% | 0.41% | -8.1% |
| Q1 2021 | $29,559,000 | +8.6% | 307,808 | -8.8% | 0.44% | -4.7% |
| Q3 2020 | $27,226,000 | +37195.9% | 337,671 | +27375.3% | 0.47% | +15433.3% |
| Q4 2018 | $73,000 | – | 1,229 | +24480.0% | 0.00% | – |
| Q3 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 5 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $1,603,000 | +18.3% | 32,998 | +11.5% | 0.07% | +16.9% |
| Q3 2015 | $1,355,000 | -4.6% | 29,603 | +2.8% | 0.06% | +7.3% |
| Q2 2015 | $1,421,000 | -3.7% | 28,808 | -3.3% | 0.06% | -1.8% |
| Q1 2015 | $1,476,000 | -33.2% | 29,781 | -33.9% | 0.06% | -33.3% |
| Q4 2014 | $2,210,000 | +10.7% | 45,046 | +6.0% | 0.08% | +10.5% |
| Q3 2014 | $1,997,000 | -2.8% | 42,488 | -3.1% | 0.08% | 0.0% |
| Q2 2014 | $2,054,000 | +16.6% | 43,862 | +11.4% | 0.08% | +11.8% |
| Q1 2014 | $1,761,000 | +27.8% | 39,386 | +26.0% | 0.07% | +28.3% |
| Q4 2013 | $1,378,000 | +16.8% | 31,254 | +6.5% | 0.05% | +10.4% |
| Q3 2013 | $1,180,000 | +15.3% | 29,345 | +9.5% | 0.05% | +11.6% |
| Q2 2013 | $1,023,000 | – | 26,800 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |