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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,192 | +7.2% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,979 | -99.9% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,795,000 | -5.2% | 66 | 0.0% | 0.00% | – |
| Q2 2022 | $2,947,000 | -17.1% | 66 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $3,554,000 | -71.1% | 66 | -38.9% | 0.00% | -50.0% |
| Q4 2021 | $12,292,000 | +9.4% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,234,000 | +0.1% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,228,000 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,370,000 | +5.6% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,822,000 | +22.7% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,003,000 | +21.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,615,000 | -20.2% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,294,000 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,659,000 | +45.5% | 108 | +44.0% | 0.00% | 0.0% |
| Q2 2019 | $5,264,000 | +3.8% | 75 | -74.1% | 0.00% | 0.0% |
| Q1 2019 | $5,070,000 | +13.2% | 290 | +286.7% | 0.00% | 0.0% |
| Q4 2018 | $4,477,000 | -14.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,235,000 | +3.9% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,040,000 | +6.5% | 75 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $4,731,000 | – | 75 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |