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 | $2,035,588 | -8.7% | 40,229 | -5.5% | 0.45% | -6.5% |
| Q2 2023 | $2,229,339 | -6.2% | 42,569 | -13.4% | 0.48% | -9.8% |
| Q1 2023 | $2,377,821 | -14.4% | 49,159 | -20.1% | 0.53% | -16.8% |
| Q4 2022 | $2,776,319 | -44.8% | 61,491 | -48.2% | 0.64% | -53.1% |
| Q3 2022 | $5,030,000 | -3.8% | 118,762 | +1.5% | 1.36% | +2.1% |
| Q2 2022 | $5,227,000 | -13.6% | 117,034 | +4.2% | 1.33% | +6.2% |
| Q1 2022 | $6,048,000 | -12.4% | 112,309 | +85.0% | 1.26% | -11.0% |
| Q4 2021 | $6,908,000 | +14.0% | 60,692 | +4.2% | 1.41% | +4.5% |
| Q3 2021 | $6,061,000 | +7.9% | 58,258 | +7.8% | 1.35% | +0.5% |
| Q2 2021 | $5,619,000 | +22.6% | 54,044 | +13.2% | 1.34% | +5.1% |
| Q1 2021 | $4,585,000 | -6.6% | 47,744 | -11.5% | 1.28% | -15.1% |
| Q4 2020 | $4,907,000 | +16.3% | 53,957 | +3.1% | 1.50% | -2.1% |
| Q3 2020 | $4,220,000 | +11.4% | 52,340 | +2.4% | 1.54% | +8.4% |
| Q2 2020 | $3,789,000 | +36.1% | 51,133 | +12.5% | 1.42% | +14.9% |
| Q1 2020 | $2,785,000 | +0.3% | 45,464 | +25.8% | 1.24% | +25.3% |
| Q4 2019 | $2,776,000 | +13.4% | 36,146 | +4.7% | 0.99% | +5.1% |
| Q3 2019 | $2,448,000 | +14.6% | 34,518 | +13.5% | 0.94% | +7.6% |
| Q2 2019 | $2,136,000 | +10.2% | 30,425 | +6.1% | 0.87% | +3.0% |
| Q1 2019 | $1,938,000 | +11.9% | 28,667 | -1.2% | 0.85% | +2.4% |
| Q4 2018 | $1,732,000 | -7.4% | 29,012 | +7.9% | 0.83% | +2.5% |
| Q3 2018 | $1,871,000 | +5.1% | 26,900 | -1.8% | 0.81% | -0.9% |
| Q2 2018 | $1,780,000 | +2.4% | 27,389 | -0.6% | 0.81% | +2.4% |
| Q1 2018 | $1,738,000 | -3.8% | 27,557 | -2.7% | 0.80% | -2.1% |
| Q4 2017 | $1,807,000 | +7.2% | 28,329 | +1.0% | 0.81% | +0.7% |
| Q3 2017 | $1,685,000 | +506.1% | 28,060 | +390.0% | 0.81% | +258.2% |
| Q4 2015 | $278,000 | -4.8% | 5,726 | -10.4% | 0.22% | -10.7% |
| Q3 2015 | $292,000 | – | 6,391 | – | 0.25% | – |
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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% |