SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | -9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11 | +10.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | +11.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9 | -99.9% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 202 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $11,000 | 0.0% | 202 | +100.0% | 0.00% | +33.3% |
| Q4 2021 | $11,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $11,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $6,000 | -25.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $6,000 | -14.3% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -25.0% | 101 | -26.3% | 0.00% | -40.0% |
| Q2 2017 | $8,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | -60.0% | 137 | -63.4% | 0.01% | -58.3% |
| Q4 2016 | $20,000 | +185.7% | 374 | +181.2% | 0.01% | +200.0% |
| Q3 2016 | $7,000 | 0.0% | 133 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $7,000 | +16.7% | 133 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $6,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 133 | +269.4% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |