SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697 | -4.4% | 13,775 | +2.2% | 0.42% | +2.9% |
| Q2 2023 | $729 | -13.8% | 13,475 | -23.0% | 0.41% | -21.3% |
| Q1 2023 | $846 | +7.1% | 17,498 | -0.0% | 0.52% | +2.7% |
| Q4 2022 | $790 | -99.9% | 17,501 | -0.1% | 0.51% | -2.5% |
| Q3 2022 | $742,000 | -5.0% | 17,518 | +0.1% | 0.52% | +0.2% |
| Q2 2022 | $781,000 | -17.5% | 17,494 | -0.5% | 0.52% | -2.1% |
| Q1 2022 | $947,000 | +24.9% | 17,588 | +164.0% | 0.53% | +29.6% |
| Q4 2021 | $758,000 | +8.3% | 6,661 | -1.0% | 0.41% | -3.1% |
| Q3 2021 | $700,000 | -2.4% | 6,726 | -2.4% | 0.42% | -2.1% |
| Q2 2021 | $717,000 | +8.3% | 6,894 | -0.1% | 0.43% | +3.1% |
| Q1 2021 | $662,000 | +9.8% | 6,898 | +4.1% | 0.42% | +1.4% |
| Q4 2020 | $603,000 | -55.7% | 6,625 | -60.7% | 0.42% | -42.2% |
| Q3 2020 | $1,361,000 | +9.1% | 16,877 | +0.2% | 0.72% | +2.3% |
| Q2 2020 | $1,248,000 | +21.2% | 16,842 | +0.2% | 0.70% | +0.9% |
| Q1 2020 | $1,030,000 | -20.4% | 16,809 | -0.2% | 0.70% | +9.1% |
| Q4 2019 | $1,294,000 | +8.1% | 16,846 | -0.2% | 0.64% | +2.7% |
| Q3 2019 | $1,197,000 | +2.2% | 16,876 | +1.1% | 0.62% | +2.0% |
| Q2 2019 | $1,171,000 | +3.4% | 16,685 | -0.3% | 0.61% | +1.7% |
| Q1 2019 | $1,132,000 | +13.4% | 16,740 | +0.2% | 0.60% | +1.7% |
| Q4 2018 | $998,000 | +114.2% | 16,709 | +149.3% | 0.59% | +155.0% |
| Q3 2018 | $466,000 | +6.9% | 6,702 | -0.1% | 0.23% | +5.0% |
| Q2 2018 | $436,000 | +8.7% | 6,710 | +5.6% | 0.22% | -1.8% |
| Q1 2018 | $401,000 | +0.5% | 6,352 | +1.5% | 0.22% | +7.2% |
| Q4 2017 | $399,000 | +7.0% | 6,261 | +0.7% | 0.21% | 0.0% |
| Q3 2017 | $373,000 | +6.6% | 6,219 | +2.8% | 0.21% | +3.0% |
| Q2 2017 | $350,000 | +4.2% | 6,051 | +1.4% | 0.20% | +2.5% |
| Q1 2017 | $336,000 | +5.7% | 5,966 | +0.0% | 0.20% | 0.0% |
| Q4 2016 | $318,000 | +3.9% | 5,965 | +0.5% | 0.20% | +1.0% |
| Q3 2016 | $306,000 | +3.7% | 5,937 | +0.0% | 0.20% | -0.5% |
| Q2 2016 | $295,000 | -0.3% | 5,936 | -2.2% | 0.20% | -4.8% |
| Q1 2016 | $296,000 | +6.1% | 6,070 | +5.8% | 0.21% | +7.8% |
| Q4 2015 | $279,000 | – | 5,738 | – | 0.19% | – |
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% |