SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,197,574 | -11.7% | 596,790 | -8.6% | 7.80% | -11.2% |
| Q2 2023 | $34,192,897 | +4.8% | 652,910 | -3.2% | 8.78% | +4.4% |
| Q1 2023 | $32,626,388 | +8.6% | 674,517 | +1.4% | 8.42% | +5.8% |
| Q4 2022 | $30,044,616 | +6.6% | 665,440 | +0.0% | 7.95% | +5.1% |
| Q3 2022 | $28,175,000 | -5.7% | 665,283 | -0.5% | 7.57% | +3.5% |
| Q2 2022 | $29,870,000 | -12.2% | 668,842 | +5.9% | 7.31% | -6.3% |
| Q1 2022 | $34,004,000 | -2.6% | 631,456 | +105.9% | 7.80% | +1.3% |
| Q4 2021 | $34,898,000 | +14.9% | 306,607 | +5.0% | 7.71% | +7.4% |
| Q3 2021 | $30,365,000 | -2.9% | 291,883 | -2.9% | 7.17% | -1.8% |
| Q2 2021 | $31,269,000 | +9.7% | 300,755 | +1.3% | 7.31% | +4.7% |
| Q1 2021 | $28,497,000 | +6.9% | 296,752 | +1.2% | 6.98% | -6.6% |
| Q4 2020 | $26,657,000 | +15.5% | 293,094 | +2.4% | 7.47% | -3.4% |
| Q3 2020 | $23,074,000 | +6.7% | 286,174 | -2.0% | 7.74% | -1.1% |
| Q2 2020 | $21,631,000 | +100.6% | 291,915 | +65.8% | 7.82% | +64.8% |
| Q1 2020 | $10,785,000 | -7.1% | 176,085 | +16.5% | 4.75% | +10.2% |
| Q4 2019 | $11,607,000 | +10.1% | 151,116 | +1.6% | 4.31% | +8.2% |
| Q3 2019 | $10,545,000 | +4.8% | 148,674 | +3.7% | 3.98% | +5.8% |
| Q2 2019 | $10,066,000 | +15.9% | 143,417 | +11.6% | 3.76% | +11.6% |
| Q1 2019 | $8,688,000 | +20.8% | 128,495 | +6.7% | 3.37% | +0.5% |
| Q4 2018 | $7,191,000 | +14.4% | 120,451 | +33.3% | 3.36% | +36.5% |
| Q3 2018 | $6,287,000 | +17.6% | 90,376 | +9.8% | 2.46% | +10.3% |
| Q2 2018 | $5,347,000 | +2.8% | 82,273 | -0.3% | 2.23% | -3.8% |
| Q1 2018 | $5,203,000 | -1.2% | 82,484 | -0.1% | 2.32% | -1.7% |
| Q4 2017 | $5,265,000 | +14.3% | 82,554 | +7.6% | 2.36% | +10.2% |
| Q3 2017 | $4,605,000 | -8.5% | 76,707 | -11.9% | 2.14% | -11.7% |
| Q2 2017 | $5,032,000 | +22.1% | 87,106 | +18.9% | 2.42% | +16.7% |
| Q1 2017 | $4,121,000 | +395.3% | 73,234 | +368.9% | 2.07% | +304.3% |
| Q4 2016 | $832,000 | – | 15,619 | – | 0.51% | – |
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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% |