SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,482 | -3.4% | 13,804 | -0.0% | 0.36% | 0.0% |
| Q2 2023 | $723,125 | +7.2% | 13,808 | -1.0% | 0.36% | +6.1% |
| Q1 2023 | $674,423 | +7.1% | 13,943 | 0.0% | 0.34% | +9.6% |
| Q4 2022 | $629,526 | +6.7% | 13,943 | 0.0% | 0.31% | -3.1% |
| Q3 2022 | $590,000 | -7.2% | 13,943 | -2.1% | 0.32% | +0.3% |
| Q2 2022 | $636,000 | -17.4% | 14,247 | -0.4% | 0.32% | -7.2% |
| Q1 2022 | $770,000 | -7.7% | 14,298 | +95.2% | 0.35% | -6.7% |
| Q4 2021 | $834,000 | +7.8% | 7,324 | -1.5% | 0.37% | -2.4% |
| Q3 2021 | $774,000 | +1.2% | 7,437 | +1.0% | 0.38% | +5.0% |
| Q2 2021 | $765,000 | +15.2% | 7,362 | +6.5% | 0.36% | +12.4% |
| Q1 2021 | $664,000 | -11.1% | 6,910 | -15.9% | 0.32% | -18.8% |
| Q4 2020 | $747,000 | +10.5% | 8,213 | -2.0% | 0.40% | +0.3% |
| Q3 2020 | $676,000 | +9.2% | 8,380 | +0.4% | 0.40% | +3.7% |
| Q2 2020 | $619,000 | +26.1% | 8,350 | +4.2% | 0.38% | +16.1% |
| Q1 2020 | $491,000 | -15.8% | 8,013 | +5.6% | 0.33% | +11.5% |
| Q4 2019 | $583,000 | +35.0% | 7,591 | +24.6% | 0.30% | +29.8% |
| Q3 2019 | $432,000 | +17.4% | 6,091 | +16.0% | 0.23% | +16.9% |
| Q2 2019 | $368,000 | +18.7% | 5,249 | +14.5% | 0.20% | +17.5% |
| Q1 2019 | $310,000 | +18.3% | 4,585 | +4.6% | 0.17% | +10.7% |
| Q4 2018 | $262,000 | -6.8% | 4,382 | +8.5% | 0.15% | +10.3% |
| Q3 2018 | $281,000 | +26.0% | 4,038 | +17.5% | 0.14% | +18.3% |
| Q2 2018 | $223,000 | – | 3,436 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |