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 | $288,420 | -3.4% | 5,700 | 0.0% | 0.04% | -20.4% |
| Q2 2023 | $298,509 | +5.1% | 5,700 | -2.9% | 0.05% | 0.0% |
| Q1 2023 | $283,932 | -1.4% | 5,870 | -8.0% | 0.05% | -3.9% |
| Q4 2022 | $288,057 | +6.7% | 6,380 | 0.0% | 0.05% | +2.0% |
| Q3 2022 | $270,000 | -5.3% | 6,380 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $285,000 | -17.2% | 6,380 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $344,000 | -5.8% | 6,380 | +98.8% | 0.05% | +2.0% |
| Q4 2021 | $365,000 | +9.3% | 3,210 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $334,000 | +1.8% | 3,210 | +1.9% | 0.05% | +2.0% |
| Q2 2021 | $328,000 | +0.9% | 3,150 | -6.8% | 0.05% | -5.8% |
| Q1 2021 | $325,000 | -16.5% | 3,380 | -21.0% | 0.05% | -20.0% |
| Q4 2020 | $389,000 | +12.8% | 4,280 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $345,000 | +3.6% | 4,280 | -4.7% | 0.06% | -4.4% |
| Q2 2020 | $333,000 | +21.1% | 4,490 | 0.0% | 0.07% | +4.6% |
| Q1 2020 | $275,000 | -21.7% | 4,490 | -1.8% | 0.06% | -1.5% |
| Q4 2019 | $351,000 | +20.6% | 4,570 | +11.3% | 0.07% | +13.8% |
| Q3 2019 | $291,000 | +13.7% | 4,105 | +12.5% | 0.06% | +11.5% |
| Q2 2019 | $256,000 | +20.2% | 3,650 | +15.7% | 0.05% | +15.6% |
| Q1 2019 | $213,000 | -1.4% | 3,155 | -12.7% | 0.04% | -13.5% |
| Q4 2018 | $216,000 | -10.4% | 3,612 | +4.2% | 0.05% | 0.0% |
| Q3 2018 | $241,000 | +12.6% | 3,467 | +5.3% | 0.05% | +4.0% |
| Q2 2018 | $214,000 | +2.9% | 3,292 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $208,000 | -9.6% | 3,292 | -8.6% | 0.05% | -21.9% |
| Q4 2017 | $230,000 | +9.5% | 3,602 | +3.1% | 0.06% | +1.6% |
| Q3 2017 | $210,000 | – | 3,495 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |