SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $30,424,000 | +15.4% | 316,817 | +9.3% | 1.40% | -12.2% |
| Q4 2020 | $26,369,000 | +18.2% | 289,933 | +4.8% | 1.60% | +7.6% |
| Q3 2020 | $22,307,000 | +16.6% | 276,656 | +7.2% | 1.48% | +11.5% |
| Q2 2020 | $19,131,000 | +21.9% | 258,173 | +0.7% | 1.33% | -11.8% |
| Q1 2020 | $15,698,000 | -20.0% | 256,288 | +0.4% | 1.51% | +14.2% |
| Q4 2019 | $19,614,000 | +12.0% | 255,358 | +3.4% | 1.32% | +8.2% |
| Q3 2019 | $17,520,000 | +0.4% | 246,998 | -0.6% | 1.22% | +1.1% |
| Q2 2019 | $17,442,000 | +1.0% | 248,496 | -2.7% | 1.21% | -0.1% |
| Q1 2019 | $17,271,000 | +12.1% | 255,445 | -1.0% | 1.21% | +4.9% |
| Q4 2018 | $15,400,000 | -20.4% | 257,954 | -7.2% | 1.15% | -13.4% |
| Q3 2018 | $19,346,000 | +11.1% | 278,115 | +3.8% | 1.33% | +26.9% |
| Q2 2018 | $17,414,000 | +0.7% | 267,955 | -2.3% | 1.05% | +2.1% |
| Q1 2018 | $17,292,000 | +4.9% | 274,128 | +6.1% | 1.03% | +7.0% |
| Q4 2017 | $16,481,000 | +13.0% | 258,408 | +6.3% | 0.96% | +6.8% |
| Q3 2017 | $14,591,000 | +16.3% | 243,016 | +11.9% | 0.90% | +12.9% |
| Q2 2017 | $12,547,000 | +29.1% | 217,193 | +25.7% | 0.80% | +25.5% |
| Q1 2017 | $9,720,000 | +85.7% | 172,734 | +75.8% | 0.64% | +78.9% |
| Q4 2016 | $5,234,000 | +50.3% | 98,276 | +43.8% | 0.36% | +22.0% |
| Q3 2016 | $3,482,000 | +82.4% | 68,357 | +78.2% | 0.29% | +98.0% |
| Q2 2016 | $1,909,000 | +213.0% | 38,363 | +206.9% | 0.15% | +153.4% |
| Q1 2016 | $610,000 | -26.3% | 12,502 | -26.7% | 0.06% | -21.6% |
| Q4 2015 | $828,000 | -5.2% | 17,067 | -10.6% | 0.07% | -20.4% |
| Q3 2015 | $873,000 | – | 19,080 | – | 0.09% | – |
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% |