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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $182,000 | -25.4% | 1,600 | -31.8% | 0.13% | -31.0% |
| Q3 2021 | $244,000 | 0.0% | 2,345 | 0.0% | 0.18% | +14.3% |
| Q2 2021 | $244,000 | -28.4% | 2,345 | -34.0% | 0.16% | -11.5% |
| Q1 2021 | $341,000 | -27.1% | 3,552 | -31.1% | 0.18% | -38.1% |
| Q4 2020 | $468,000 | +0.9% | 5,153 | -10.4% | 0.29% | -11.2% |
| Q3 2020 | $464,000 | +8.9% | 5,751 | +0.1% | 0.33% | -4.3% |
| Q2 2020 | $426,000 | -14.1% | 5,745 | -29.0% | 0.35% | -27.5% |
| Q1 2020 | $496,000 | +82.4% | 8,097 | +128.6% | 0.48% | +189.1% |
| Q4 2019 | $272,000 | -58.9% | 3,542 | -62.0% | 0.16% | -57.4% |
| Q3 2019 | $661,000 | -80.8% | 9,325 | -81.0% | 0.39% | -80.1% |
| Q2 2019 | $3,443,000 | -9.4% | 49,050 | -12.8% | 1.94% | -10.6% |
| Q1 2019 | $3,801,000 | +6.4% | 56,225 | -6.0% | 2.17% | +6.3% |
| Q4 2018 | $3,571,000 | -8.5% | 59,818 | +6.7% | 2.04% | +15.0% |
| Q3 2018 | $3,901,000 | +6.4% | 56,078 | -0.6% | 1.78% | -0.2% |
| Q2 2018 | $3,666,000 | +12.6% | 56,409 | +9.3% | 1.78% | +6.5% |
| Q1 2018 | $3,256,000 | +7.2% | 51,625 | +8.4% | 1.67% | +12.6% |
| Q4 2017 | $3,038,000 | +60.0% | 47,627 | +50.6% | 1.48% | +54.3% |
| Q3 2017 | $1,899,000 | +24.3% | 31,635 | +19.6% | 0.96% | +32.2% |
| Q2 2017 | $1,528,000 | +42.7% | 26,449 | +39.0% | 0.73% | +23.6% |
| Q1 2017 | $1,071,000 | +20.2% | 19,033 | +13.8% | 0.59% | +26.5% |
| Q4 2016 | $891,000 | +34.4% | 16,730 | +30.3% | 0.46% | +30.3% |
| Q3 2016 | $663,000 | +15.5% | 12,835 | +11.4% | 0.36% | +11.9% |
| Q2 2016 | $574,000 | +57.3% | 11,526 | +54.2% | 0.32% | +66.1% |
| Q1 2016 | $365,000 | +12.3% | 7,476 | +11.8% | 0.19% | +12.3% |
| Q4 2015 | $325,000 | -0.6% | 6,686 | -6.3% | 0.17% | +7.5% |
| Q3 2015 | $327,000 | +44.7% | 7,136 | +56.0% | 0.16% | +71.0% |
| Q2 2015 | $226,000 | – | 4,575 | – | 0.09% | – |
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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% |