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 | $282,044 | +0.0% | 5,574 | +3.5% | 0.04% | 0.0% |
Q2 2023 | $281,960 | +8.3% | 5,384 | 0.0% | 0.04% | +2.6% |
Q1 2023 | $260,424 | +7.1% | 5,384 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $243,088 | +6.6% | 5,384 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $228,000 | -5.0% | 5,384 | 0.0% | 0.04% | +2.6% |
Q2 2022 | $240,000 | -17.2% | 5,384 | 0.0% | 0.04% | 0.0% |
Q1 2022 | $290,000 | -5.2% | 5,384 | +100.0% | 0.04% | -9.5% |
Q4 2021 | $306,000 | -31.2% | 2,692 | -37.0% | 0.04% | -42.5% |
Q3 2021 | $445,000 | -2.2% | 4,276 | -2.2% | 0.07% | -2.7% |
Q2 2021 | $455,000 | +7.6% | 4,372 | -0.7% | 0.08% | -1.3% |
Q1 2021 | $423,000 | +5.8% | 4,401 | +0.1% | 0.08% | -3.8% |
Q4 2020 | $400,000 | +12.0% | 4,398 | -0.6% | 0.08% | -1.2% |
Q3 2020 | $357,000 | +9.2% | 4,424 | +0.2% | 0.08% | -1.2% |
Q2 2020 | $327,000 | +21.1% | 4,417 | +0.1% | 0.08% | +2.5% |
Q1 2020 | $270,000 | -14.8% | 4,412 | +7.0% | 0.08% | +5.3% |
Q4 2019 | $317,000 | +17.4% | 4,125 | +8.3% | 0.08% | +8.7% |
Q3 2019 | $270,000 | +5.9% | 3,810 | +4.9% | 0.07% | +3.0% |
Q2 2019 | $255,000 | +4.1% | 3,631 | +0.4% | 0.07% | +1.5% |
Q1 2019 | $245,000 | +8.4% | 3,618 | +11.6% | 0.07% | +8.2% |
Q3 2018 | $226,000 | +9.7% | 3,243 | +2.5% | 0.06% | +3.4% |
Q2 2018 | $206,000 | – | 3,165 | – | 0.06% | – |
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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% |