SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $373,000 | -45.7% | 3,276 | -50.4% | 0.05% | -52.5% |
| Q3 2021 | $687,000 | +0.4% | 6,604 | +0.3% | 0.10% | 0.0% |
| Q2 2021 | $684,000 | +8.6% | 6,583 | +0.3% | 0.10% | -1.0% |
| Q1 2021 | $630,000 | +4.1% | 6,563 | -1.3% | 0.10% | -1.9% |
| Q4 2020 | $605,000 | +13.3% | 6,650 | +0.4% | 0.10% | -1.9% |
| Q3 2020 | $534,000 | +4.9% | 6,624 | -3.7% | 0.11% | -2.8% |
| Q2 2020 | $509,000 | +27.6% | 6,875 | +5.6% | 0.11% | +12.4% |
| Q1 2020 | $399,000 | -21.0% | 6,508 | -1.0% | 0.10% | +3.2% |
| Q4 2019 | $505,000 | +9.5% | 6,573 | +1.1% | 0.09% | 0.0% |
| Q3 2019 | $461,000 | +1.5% | 6,503 | +0.4% | 0.09% | +2.2% |
| Q2 2019 | $454,000 | +5.6% | 6,474 | +1.7% | 0.09% | +2.2% |
| Q1 2019 | $430,000 | +20.1% | 6,365 | +6.0% | 0.09% | +7.1% |
| Q4 2018 | $358,000 | -8.2% | 6,003 | +7.1% | 0.08% | +5.0% |
| Q3 2018 | $390,000 | +4.3% | 5,607 | -2.5% | 0.08% | 0.0% |
| Q2 2018 | $374,000 | +3.0% | 5,752 | 0.0% | 0.08% | +2.6% |
| Q1 2018 | $363,000 | 0.0% | 5,752 | +0.9% | 0.08% | 0.0% |
| Q4 2017 | $363,000 | +0.8% | 5,698 | -5.0% | 0.08% | -2.5% |
| Q3 2017 | $360,000 | +7.5% | 6,000 | +3.4% | 0.08% | +9.6% |
| Q2 2017 | $335,000 | +2.4% | 5,801 | -0.3% | 0.07% | -1.4% |
| Q1 2017 | $327,000 | +5.8% | 5,820 | +0.4% | 0.07% | +1.4% |
| Q4 2016 | $309,000 | +4.0% | 5,795 | +0.7% | 0.07% | +2.8% |
| Q3 2016 | $297,000 | +9.6% | 5,757 | +5.7% | 0.07% | +4.4% |
| Q2 2016 | $271,000 | – | 5,448 | – | 0.07% | – |
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% |