SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.00 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,032,784 | -3.4% | 20,411 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $1,068,911 | +23.3% | 20,411 | +13.9% | 0.06% | +16.3% |
| Q1 2023 | $866,634 | +3.1% | 17,917 | -3.8% | 0.05% | -2.0% |
| Q4 2022 | $840,727 | +8.3% | 18,621 | +1.7% | 0.05% | +2.0% |
| Q3 2022 | $776,000 | -5.1% | 18,317 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $818,000 | -22.2% | 18,317 | -6.2% | 0.05% | -7.5% |
| Q1 2022 | $1,051,000 | -4.8% | 19,519 | +101.2% | 0.05% | 0.0% |
| Q4 2021 | $1,104,000 | +10.4% | 9,701 | +0.9% | 0.05% | 0.0% |
| Q3 2021 | $1,000,000 | -1.9% | 9,616 | -2.0% | 0.05% | -1.9% |
| Q2 2021 | $1,019,000 | +8.2% | 9,813 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $942,000 | +0.4% | 9,813 | -4.8% | 0.05% | -5.3% |
| Q4 2020 | $938,000 | +5.0% | 10,313 | -6.8% | 0.06% | -6.6% |
| Q3 2020 | $893,000 | +2.1% | 11,063 | -6.3% | 0.06% | -6.2% |
| Q2 2020 | $875,000 | +20.9% | 11,813 | 0.0% | 0.06% | -1.5% |
| Q1 2020 | $724,000 | -24.6% | 11,813 | -5.5% | 0.07% | -5.7% |
| Q4 2019 | $960,000 | +8.7% | 12,500 | +0.4% | 0.07% | +1.4% |
| Q3 2019 | $883,000 | +1.0% | 12,455 | 0.0% | 0.07% | -1.4% |
| Q2 2019 | $874,000 | +3.8% | 12,455 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $842,000 | +432.9% | 12,455 | +371.1% | 0.07% | +373.3% |
| Q4 2018 | $158,000 | -14.1% | 2,644 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $184,000 | +7.6% | 2,644 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $171,000 | +2.4% | 2,644 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $167,000 | +29.5% | 2,644 | +30.8% | 0.02% | +25.0% |
| Q4 2017 | $129,000 | +6.6% | 2,021 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $121,000 | +3.4% | 2,021 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $117,000 | +3.5% | 2,021 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $113,000 | +4.6% | 2,021 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $108,000 | +0.9% | 2,021 | -2.4% | 0.01% | 0.0% |
| Q3 2016 | $107,000 | +3.9% | 2,071 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $103,000 | +2.0% | 2,071 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $101,000 | +14.8% | 2,071 | +13.7% | 0.01% | +20.0% |
| Q4 2015 | $88,000 | +6.0% | 1,821 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $83,000 | -7.8% | 1,821 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $90,000 | 0.0% | 1,821 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $90,000 | – | 1,821 | – | 0.01% | – |
Download | ||||||
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% |