SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.45 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,508 | -96.2% | 454 | -93.6% | 0.01% | -97.1% |
| Q4 2019 | $545,000 | +3.0% | 7,101 | -4.7% | 0.48% | +1.5% |
| Q3 2019 | $529,000 | -10.3% | 7,453 | -11.3% | 0.48% | -9.7% |
| Q2 2019 | $590,000 | -16.5% | 8,405 | -19.6% | 0.53% | -18.5% |
| Q1 2019 | $707,000 | +12.0% | 10,455 | -1.0% | 0.65% | +4.0% |
| Q4 2018 | $631,000 | -20.9% | 10,565 | -7.9% | 0.62% | +19.8% |
| Q3 2018 | $798,000 | -0.2% | 11,477 | -6.8% | 0.52% | +7.2% |
| Q2 2018 | $800,000 | -0.1% | 12,319 | -3.0% | 0.48% | +1.0% |
| Q1 2018 | $801,000 | -43.5% | 12,695 | -42.8% | 0.48% | -42.0% |
| Q4 2017 | $1,417,000 | -1.8% | 22,211 | -7.6% | 0.83% | +2.0% |
| Q3 2017 | $1,443,000 | -0.6% | 24,036 | -4.4% | 0.81% | +2.0% |
| Q2 2017 | $1,452,000 | -0.9% | 25,139 | -3.4% | 0.80% | -5.5% |
| Q1 2017 | $1,465,000 | +6.6% | 26,037 | +0.9% | 0.84% | -1.1% |
| Q4 2016 | $1,374,000 | -64.0% | 25,804 | -65.1% | 0.85% | -65.0% |
| Q3 2016 | $3,815,000 | -24.5% | 73,912 | -27.2% | 2.43% | -25.8% |
| Q2 2016 | $5,050,000 | -39.2% | 101,474 | -40.3% | 3.28% | -38.4% |
| Q1 2016 | $8,302,000 | -2.3% | 169,977 | -2.8% | 5.32% | +6.4% |
| Q4 2015 | $8,495,000 | -0.7% | 174,907 | -6.4% | 4.99% | +3.1% |
| Q3 2015 | $8,555,000 | -12.5% | 186,948 | -5.8% | 4.84% | +9.9% |
| Q2 2015 | $9,782,000 | -22.4% | 198,381 | -22.0% | 4.40% | -19.1% |
| Q1 2015 | $12,612,000 | -25.4% | 254,436 | -26.2% | 5.45% | -33.7% |
| Q4 2014 | $16,908,000 | – | 344,705 | – | 8.21% | – |
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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% |