SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,315,112 | -5.2% | 85,279 | +1279.7% | 0.07% | +1.5% |
| Q2 2023 | $4,552,950 | +211.5% | 6,181 | -77.9% | 0.07% | +164.0% |
| Q1 2023 | $1,461,700 | -58.0% | 27,906 | -63.8% | 0.02% | -60.3% |
| Q4 2022 | $3,476,873 | -15.6% | 77,007 | +0.6% | 0.06% | -30.0% |
| Q1 2022 | $4,121,000 | +50.8% | 76,522 | +218.8% | 0.09% | +38.5% |
| Q4 2021 | $2,732,000 | +30.5% | 24,001 | +19.3% | 0.06% | +14.0% |
| Q3 2021 | $2,093,000 | +0.3% | 20,115 | +0.3% | 0.06% | -1.7% |
| Q2 2021 | $2,086,000 | -1.5% | 20,064 | -9.0% | 0.06% | -13.4% |
| Q1 2021 | $2,118,000 | +28.6% | 22,055 | +21.8% | 0.07% | +15.5% |
| Q4 2020 | $1,647,000 | +18.8% | 18,106 | +5.4% | 0.06% | -3.3% |
| Q3 2020 | $1,386,000 | -3.7% | 17,185 | -11.5% | 0.06% | -1.6% |
| Q2 2020 | $1,439,000 | +20.5% | 19,420 | -0.4% | 0.06% | +5.2% |
| Q1 2020 | $1,194,000 | -20.3% | 19,490 | -0.1% | 0.06% | -6.5% |
| Q4 2019 | $1,499,000 | +1.6% | 19,510 | -6.2% | 0.06% | -15.1% |
| Q3 2019 | $1,476,000 | -8.4% | 20,804 | -9.4% | 0.07% | -27.7% |
| Q2 2019 | $1,612,000 | +31.9% | 22,959 | +27.1% | 0.10% | -13.7% |
| Q1 2019 | $1,222,000 | +20.8% | 18,068 | +6.6% | 0.12% | +50.0% |
| Q4 2018 | $1,012,000 | +15.9% | 16,944 | +35.0% | 0.08% | +14.7% |
| Q3 2018 | $873,000 | -6.9% | 12,547 | -13.0% | 0.07% | -23.6% |
| Q2 2018 | $938,000 | +15.8% | 14,426 | +12.3% | 0.09% | +14.1% |
| Q1 2018 | $810,000 | -11.9% | 12,844 | -90.1% | 0.08% | -19.6% |
| Q4 2017 | $919,000 | +4.6% | 129,411 | +783.8% | 0.10% | -4.9% |
| Q3 2017 | $879,000 | +20.1% | 14,642 | +15.5% | 0.10% | +13.3% |
| Q2 2017 | $732,000 | -34.0% | 12,677 | -35.7% | 0.09% | -41.2% |
| Q1 2017 | $1,109,000 | +69.1% | 19,711 | +53.2% | 0.15% | +59.4% |
| Q4 2016 | $656,000 | +32.0% | 12,866 | +33.5% | 0.10% | +23.1% |
| Q3 2016 | $497,000 | +4.6% | 9,634 | +0.9% | 0.08% | +2.6% |
| Q2 2016 | $475,000 | -11.0% | 9,546 | -12.7% | 0.08% | -7.3% |
| Q1 2016 | $534,000 | -77.1% | 10,931 | -77.2% | 0.08% | -79.0% |
| Q4 2015 | $2,327,000 | +139.6% | 47,915 | +125.9% | 0.39% | +111.4% |
| Q3 2015 | $971,000 | -99.8% | 21,215 | +163.7% | 0.18% | +150.0% |
| Q2 2015 | $396,699,000 | +32.6% | 8,045 | +33.3% | 0.07% | +32.1% |
| Q1 2015 | $299,155,000 | +76215.1% | 6,035 | -24.4% | 0.06% | -13.8% |
| Q4 2014 | $392,000 | +58.7% | 7,985 | +42.6% | 0.06% | +1.6% |
| Q4 2013 | $247,000 | +9.8% | 5,600 | 0.0% | 0.06% | -9.9% |
| Q3 2013 | $225,000 | – | 5,600 | – | 0.07% | – |
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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% |