SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,000,362 | -5.4% | 19,770 | -2.1% | 0.17% | +0.6% |
| Q2 2023 | $1,057,927 | +7.3% | 20,201 | -0.9% | 0.17% | +6.2% |
| Q1 2023 | $986,120 | -7.6% | 20,387 | -13.7% | 0.16% | -8.0% |
| Q4 2022 | $1,066,894 | +6.6% | 23,630 | 0.0% | 0.18% | +1.2% |
| Q3 2022 | $1,001,000 | -5.4% | 23,630 | -0.3% | 0.17% | +3.6% |
| Q2 2022 | $1,058,000 | -17.3% | 23,694 | -0.2% | 0.17% | -3.5% |
| Q1 2022 | $1,279,000 | -8.1% | 23,752 | +94.2% | 0.17% | -1.7% |
| Q4 2021 | $1,392,000 | +6.5% | 12,233 | -2.6% | 0.18% | +2.3% |
| Q3 2021 | $1,307,000 | -1.7% | 12,560 | -1.8% | 0.17% | -16.5% |
| Q2 2021 | $1,330,000 | +6.8% | 12,796 | -1.3% | 0.21% | +3.5% |
| Q1 2021 | $1,245,000 | +5.9% | 12,965 | +0.3% | 0.20% | -5.7% |
| Q4 2020 | $1,176,000 | +6.4% | 12,932 | -5.7% | 0.21% | -1.4% |
| Q3 2020 | $1,105,000 | +8.3% | 13,710 | -0.4% | 0.21% | +4.9% |
| Q2 2020 | $1,020,000 | +21.0% | 13,770 | +0.1% | 0.20% | +10.9% |
| Q1 2020 | $843,000 | -20.1% | 13,756 | +0.1% | 0.18% | -6.6% |
| Q4 2019 | $1,055,000 | +11.6% | 13,740 | +3.1% | 0.20% | +5.3% |
| Q3 2019 | $945,000 | +1.2% | 13,326 | +0.1% | 0.19% | 0.0% |
| Q2 2019 | $934,000 | +32.5% | 13,313 | +27.7% | 0.19% | +20.6% |
| Q1 2019 | $705,000 | +49.4% | 10,424 | +31.9% | 0.16% | +40.9% |
| Q4 2018 | $472,000 | -5.0% | 7,902 | +10.6% | 0.11% | -2.7% |
| Q3 2018 | $497,000 | +4.4% | 7,145 | -2.4% | 0.11% | +1.8% |
| Q2 2018 | $476,000 | +3.0% | 7,321 | 0.0% | 0.11% | +3.7% |
| Q1 2018 | $462,000 | +4.5% | 7,321 | +5.6% | 0.11% | +5.9% |
| Q4 2017 | $442,000 | +6.2% | 6,931 | 0.0% | 0.10% | +1.0% |
| Q3 2017 | $416,000 | +3.2% | 6,931 | -0.5% | 0.10% | 0.0% |
| Q2 2017 | $403,000 | +3.6% | 6,968 | +0.8% | 0.10% | 0.0% |
| Q1 2017 | $389,000 | +13.4% | 6,914 | +7.4% | 0.10% | +8.7% |
| Q4 2016 | $343,000 | +8.5% | 6,438 | +5.2% | 0.09% | +8.2% |
| Q3 2016 | $316,000 | +6.8% | 6,122 | +3.0% | 0.08% | +3.7% |
| Q2 2016 | $296,000 | +21.8% | 5,946 | +19.5% | 0.08% | +17.1% |
| Q1 2016 | $243,000 | +18.5% | 4,976 | +18.0% | 0.07% | +12.9% |
| Q4 2015 | $205,000 | – | 4,216 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |