SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $990,000 | +4.3% | 9,525 | -3.6% | 0.52% | +27.7% |
| Q1 2021 | $949,000 | +4.2% | 9,885 | -1.3% | 0.40% | -5.6% |
| Q4 2020 | $911,000 | +14.7% | 10,014 | +1.7% | 0.43% | +5.2% |
| Q3 2020 | $794,000 | +0.3% | 9,843 | -7.9% | 0.41% | -3.3% |
| Q2 2020 | $792,000 | +29.8% | 10,682 | +7.3% | 0.42% | +8.8% |
| Q1 2020 | $610,000 | -28.7% | 9,951 | -10.6% | 0.39% | +0.8% |
| Q4 2019 | $855,000 | +10.8% | 11,133 | +2.3% | 0.38% | +8.5% |
| Q3 2019 | $772,000 | +2.0% | 10,881 | +0.9% | 0.35% | +1.7% |
| Q2 2019 | $757,000 | +4.4% | 10,781 | +0.6% | 0.35% | +11.2% |
| Q1 2019 | $725,000 | +16.0% | 10,716 | +2.3% | 0.31% | +6.1% |
| Q4 2018 | $625,000 | -11.6% | 10,476 | +3.0% | 0.30% | +11.7% |
| Q3 2018 | $707,000 | +8.1% | 10,166 | +1.0% | 0.26% | -2.9% |
| Q2 2018 | $654,000 | +8.8% | 10,061 | +5.6% | 0.27% | +57.2% |
| Q1 2018 | $601,000 | +34.8% | 9,531 | +36.2% | 0.17% | +32.1% |
| Q4 2017 | $446,000 | +359.8% | 6,996 | +334.5% | 0.13% | +297.0% |
| Q3 2017 | $97,000 | – | 1,610 | – | 0.03% | – |
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% |