Bank of New York Mellon Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.

Quarter-by-quarter ownership
Bank of New York Mellon Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,252,529
-20.8%
64,279
-18.0%
0.00%0.0%
Q2 2023$4,104,590
+10.6%
78,377
+2.2%
0.00%0.0%
Q1 2023$3,710,805
+7.1%
76,7170.0%0.00%0.0%
Q4 2022$3,463,784
+28.8%
76,717
+20.8%
0.00%0.0%
Q3 2022$2,690,000
-6.7%
63,516
-1.6%
0.00%0.0%
Q2 2022$2,882,000
-16.2%
64,517
+1.0%
0.00%0.0%
Q1 2022$3,440,000
+13.5%
63,877
+139.8%
0.00%0.0%
Q4 2021$3,032,000
+9.8%
26,641
+0.4%
0.00%0.0%
Q3 2021$2,761,000
-1.5%
26,543
-1.6%
0.00%0.0%
Q2 2021$2,804,000
+13.1%
26,966
+4.5%
0.00%0.0%
Q1 2021$2,479,000
+5.6%
25,8170.0%0.00%0.0%
Q4 2020$2,348,000
-13.0%
25,817
-22.8%
0.00%0.0%
Q3 2020$2,698,000
+19.1%
33,459
+9.5%
0.00%0.0%
Q2 2020$2,265,000
+39.2%
30,567
+15.0%
0.00%0.0%
Q1 2020$1,627,000
-47.6%
26,579
-34.3%
0.00%0.0%
Q4 2019$3,107,000
+7.7%
40,448
-0.5%
0.00%0.0%
Q3 2019$2,884,000
-18.7%
40,660
-19.6%
0.00%0.0%
Q2 2019$3,549,000
+93.5%
50,568
+86.4%
0.00%0.0%
Q1 2019$1,834,000
+3.9%
27,126
-8.3%
0.00%0.0%
Q4 2018$1,766,000
-14.1%
29,5760.0%0.00%0.0%
Q3 2018$2,057,000
+34.7%
29,576
+25.9%
0.00%
Q2 2018$1,527,000
+9.5%
23,495
+6.3%
0.00%
Q1 2018$1,394,000
+13.6%
22,100
+14.9%
0.00%
Q4 2017$1,227,000
+6.1%
19,240
-0.0%
0.00%
Q3 2017$1,156,000
+4.0%
19,2490.0%0.00%
Q2 2017$1,112,000
+2.7%
19,249
+0.0%
0.00%
Q1 2017$1,083,000
-31.3%
19,241
-35.0%
0.00%
Q4 2016$1,576,000
+59.7%
29,585
+54.7%
0.00%
Q3 2016$987,000
+3.9%
19,120
+0.2%
0.00%
Q2 2016$950,000
-8.7%
19,078
-10.4%
0.00%
Q1 2016$1,040,000
+29.5%
21,298
+28.8%
0.00%
Q4 2015$803,000
+7.1%
16,534
+0.9%
0.00%
Q3 2015$750,000
-4.3%
16,388
+3.1%
0.00%
Q2 2015$784,00015,8980.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,244,869$398,804,33445.19%
Leverty Financial Group, LLC 1,765,554$85,399,87033.52%
APPLETON GROUP, LLC 301,734$14,594,87928.46%
Campbell Wealth Management 4,535,018$219,35927.48%
Adams Wealth Management 1,585,510$76,691,09924.76%
Kolinsky Wealth Management, LLC 455,609$22,03823.39%
Northwest Quadrant Wealth Management, LLC 1,475,744$71,381,75120.56%
MONEYWISE, INC. 646,573$31,274,71320.23%
BlueSky Wealth Advisors, LLC 1,973,631$95,464,52319.74%
HBK Sorce Advisory LLC 8,885,920$429,811,96219.50%
View complete list of SCHWAB STRATEGIC TR shareholders