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 | $19,143,793 | -4.5% | 378,336 | -1.2% | 0.51% | -3.6% |
| Q2 2023 | $20,052,490 | +5.1% | 382,900 | -2.9% | 0.53% | -2.6% |
| Q1 2023 | $19,075,251 | +99188.2% | 394,361 | -7.3% | 0.54% | -2.2% |
| Q4 2022 | $19,212 | -99.9% | 425,513 | -24.5% | 0.55% | -25.1% |
| Q3 2022 | $23,867,000 | -8.5% | 563,582 | -3.5% | 0.74% | +0.5% |
| Q2 2022 | $26,074,000 | -18.1% | 583,839 | -1.3% | 0.73% | -5.0% |
| Q1 2022 | $31,851,000 | -7.9% | 591,464 | +94.8% | 0.77% | -5.6% |
| Q4 2021 | $34,565,000 | +2.2% | 303,683 | -6.6% | 0.82% | -6.3% |
| Q3 2021 | $33,819,000 | -7.0% | 325,090 | -7.1% | 0.87% | -8.0% |
| Q2 2021 | $36,376,000 | +4.7% | 349,874 | -3.3% | 0.95% | -0.9% |
| Q1 2021 | $34,728,000 | +5.7% | 361,633 | +0.1% | 0.96% | -9.4% |
| Q4 2020 | $32,865,000 | +12.2% | 361,350 | -0.5% | 1.06% | -8.9% |
| Q3 2020 | $29,290,000 | +1.4% | 363,262 | -6.8% | 1.16% | -3.8% |
| Q2 2020 | $28,889,000 | +19.2% | 389,868 | -1.5% | 1.21% | +7.9% |
| Q1 2020 | $24,234,000 | -8.3% | 395,653 | +15.0% | 1.12% | +14.0% |
| Q4 2019 | $26,422,000 | +10.0% | 343,993 | +1.5% | 0.98% | -6.2% |
| Q3 2019 | $24,028,000 | +4.8% | 338,755 | +3.7% | 1.05% | +1.9% |
| Q2 2019 | $22,936,000 | -5.4% | 326,766 | -8.8% | 1.03% | -6.5% |
| Q1 2019 | $24,237,000 | +19.7% | 358,487 | +5.7% | 1.10% | +12.9% |
| Q4 2018 | $20,254,000 | -6.2% | 339,271 | +9.3% | 0.97% | +17.1% |
| Q3 2018 | $21,591,000 | +13.4% | 310,341 | +6.0% | 0.83% | +0.6% |
| Q2 2018 | $19,034,000 | +2.4% | 292,881 | -0.6% | 0.83% | -1.1% |
| Q1 2018 | $18,590,000 | +11.6% | 294,707 | +12.8% | 0.84% | -6.0% |
| Q4 2017 | $16,656,000 | +16.9% | 261,155 | +10.0% | 0.89% | +7.6% |
| Q3 2017 | $14,253,000 | +19.9% | 237,395 | +15.3% | 0.83% | +7.3% |
| Q2 2017 | $11,891,000 | +46.5% | 205,839 | +42.7% | 0.77% | +40.0% |
| Q1 2017 | $8,116,000 | +20.9% | 144,237 | +14.4% | 0.55% | +12.2% |
| Q4 2016 | $6,713,000 | – | 126,039 | – | 0.49% | – |
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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% |