SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,094,000 | -5.4% | 20,318 | +100.0% | 0.05% | +2.1% |
| Q4 2021 | $1,157,000 | +10.6% | 10,159 | +1.1% | 0.05% | -2.1% |
| Q3 2021 | $1,046,000 | +0.1% | 10,053 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $1,045,000 | -1.3% | 10,053 | -8.9% | 0.05% | -7.5% |
| Q1 2021 | $1,059,000 | +15.9% | 11,033 | +9.7% | 0.05% | +3.9% |
| Q4 2020 | $914,000 | +18.5% | 10,053 | +5.1% | 0.05% | +4.1% |
| Q3 2020 | $771,000 | +8.3% | 9,567 | -0.4% | 0.05% | 0.0% |
| Q2 2020 | $712,000 | +21.5% | 9,607 | +0.4% | 0.05% | 0.0% |
| Q1 2020 | $586,000 | -21.0% | 9,567 | -1.0% | 0.05% | +2.1% |
| Q4 2019 | $742,000 | +14.2% | 9,659 | +3.4% | 0.05% | +6.7% |
| Q3 2019 | $650,000 | -2.8% | 9,345 | -2.0% | 0.04% | -2.2% |
| Q2 2019 | $669,000 | +4.5% | 9,533 | +0.7% | 0.05% | 0.0% |
| Q1 2019 | $640,000 | +14.7% | 9,468 | +1.3% | 0.05% | +2.2% |
| Q4 2018 | $558,000 | -14.2% | 9,345 | 0.0% | 0.04% | +2.3% |
| Q3 2018 | $650,000 | +6.6% | 9,345 | -0.4% | 0.04% | 0.0% |
| Q2 2018 | $610,000 | +8.3% | 9,380 | +5.1% | 0.04% | +4.8% |
| Q1 2018 | $563,000 | -4.1% | 8,925 | -3.1% | 0.04% | 0.0% |
| Q4 2017 | $587,000 | +5.8% | 9,211 | -0.4% | 0.04% | 0.0% |
| Q3 2017 | $555,000 | +3.9% | 9,251 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $534,000 | +2.5% | 9,251 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $521,000 | +12.0% | 9,251 | +5.9% | 0.04% | +7.7% |
| Q4 2016 | $465,000 | +35.6% | 8,738 | +31.5% | 0.04% | +30.0% |
| Q3 2016 | $343,000 | +1805.6% | 6,645 | +1310.8% | 0.03% | +1400.0% |
| Q2 2013 | $18,000 | – | 471 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |