SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 247 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $805,000 | -75.3% | 7,744 | -77.2% | 0.09% | -71.6% |
| Q1 2021 | $3,255,000 | +2.8% | 33,894 | -2.6% | 0.32% | +12.4% |
| Q4 2020 | $3,165,000 | +12.0% | 34,802 | -0.7% | 0.28% | +10.2% |
| Q3 2020 | $2,825,000 | +6.8% | 35,034 | -1.9% | 0.26% | -6.6% |
| Q2 2020 | $2,646,000 | +20.8% | 35,711 | -0.1% | 0.27% | -3.2% |
| Q1 2020 | $2,190,000 | -20.3% | 35,752 | -0.1% | 0.28% | -5.4% |
| Q4 2019 | $2,749,000 | +4.2% | 35,785 | -3.8% | 0.30% | -7.1% |
| Q3 2019 | $2,639,000 | +1.1% | 37,201 | 0.0% | 0.32% | +7.7% |
| Q2 2019 | $2,611,000 | +2.8% | 37,201 | -1.0% | 0.30% | +1.7% |
| Q1 2019 | $2,541,000 | +13.3% | 37,579 | 0.0% | 0.29% | -3.3% |
| Q4 2018 | $2,243,000 | -14.4% | 37,579 | -0.3% | 0.30% | -6.7% |
| Q3 2018 | $2,621,000 | +6.0% | 37,679 | -1.0% | 0.33% | -0.9% |
| Q2 2018 | $2,473,000 | +3.0% | 38,052 | 0.0% | 0.33% | +0.3% |
| Q1 2018 | $2,400,000 | -2.6% | 38,052 | -1.5% | 0.33% | -3.8% |
| Q4 2017 | $2,465,000 | -2.4% | 38,642 | -8.1% | 0.34% | -11.4% |
| Q3 2017 | $2,526,000 | +5.1% | 42,065 | +1.1% | 0.38% | -20.3% |
| Q2 2017 | $2,404,000 | +2.7% | 41,610 | +0.0% | 0.48% | +2.1% |
| Q1 2017 | $2,340,000 | -48.8% | 41,590 | -51.5% | 0.47% | -53.9% |
| Q4 2016 | $4,569,000 | +2.0% | 85,779 | -1.2% | 1.03% | -39.7% |
| Q3 2016 | $4,480,000 | +64.2% | 86,779 | +58.3% | 1.70% | +44.8% |
| Q2 2016 | $2,728,000 | -21.4% | 54,814 | -22.9% | 1.18% | -32.8% |
| Q1 2016 | $3,472,000 | +0.7% | 71,086 | +0.1% | 1.75% | -6.2% |
| Q4 2015 | $3,449,000 | – | 71,015 | – | 1.86% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
| Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
| Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
| Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
| Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
| Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
| APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
| Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
| BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
| MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |