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 2021 | $222,000 | +10.4% | 2,137 | +10.3% | 0.03% | +7.7% |
| Q2 2021 | $201,000 | +8.1% | 1,937 | 0.0% | 0.03% | +73.3% |
| Q1 2021 | $186,000 | -7.0% | 1,937 | -11.8% | 0.02% | -11.8% |
| Q4 2020 | $200,000 | -40.5% | 2,197 | -47.4% | 0.02% | -45.2% |
| Q3 2020 | $336,000 | +918.2% | 4,173 | +829.4% | 0.03% | +933.3% |
| Q2 2020 | $33,000 | +17.9% | 449 | -2.6% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -72.5% | 461 | -65.3% | 0.00% | -70.0% |
| Q4 2019 | $102,000 | +10100.0% | 1,327 | +6535.0% | 0.01% | – |
| Q3 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -95.5% | 20 | -93.8% | 0.00% | -100.0% |
| Q1 2019 | $22,000 | +2100.0% | 324 | +1520.0% | 0.00% | – |
| Q4 2018 | $1,000 | -98.7% | 20 | -98.2% | 0.00% | -100.0% |
| Q3 2018 | $78,000 | +7700.0% | 1,120 | +5500.0% | 0.01% | – |
| Q2 2018 | $1,000 | -99.9% | 20 | 0.0% | 0.00% | – |
| Q1 2018 | $1,262,000 | -96.1% | 20 | -96.1% | 0.00% | -100.0% |
| Q4 2017 | $32,741,000 | +2626.1% | 513 | +2465.0% | 0.01% | – |
| Q3 2017 | $1,201,000 | +4.0% | 20 | 0.0% | 0.00% | – |
| Q2 2017 | $1,155,000 | +2.7% | 20 | 0.0% | 0.00% | – |
| Q1 2017 | $1,125,000 | +5.6% | 20 | 0.0% | 0.00% | – |
| Q4 2016 | $1,065,000 | +3.2% | 20 | 0.0% | 0.00% | – |
| Q3 2016 | $1,032,000 | -91.6% | 20 | -91.9% | 0.00% | -100.0% |
| Q2 2016 | $12,343,000 | +1145.5% | 248 | +1140.0% | 0.00% | – |
| Q1 2016 | $991,000 | +99000.0% | 20 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 20 | – | 0.00% | – |
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% |