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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,976 | +65.8% | 988 | +71.5% | 0.00% | 0.0% |
| Q2 2023 | $30,147 | +129.3% | 576 | +111.8% | 0.00% | – |
| Q1 2023 | $13,145 | +41.5% | 272 | +32.0% | 0.00% | – |
| Q4 2022 | $9,290 | +3.2% | 206 | -6.8% | 0.00% | – |
| Q3 2022 | $9,000 | -10.0% | 221 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -41.2% | 221 | -31.8% | 0.00% | – |
| Q1 2022 | $17,000 | +30.8% | 324 | +194.5% | 0.00% | – |
| Q4 2021 | $13,000 | -53.6% | 110 | -59.4% | 0.00% | -100.0% |
| Q3 2021 | $28,000 | +133.3% | 271 | +144.1% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 111 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | -64.5% | 111 | -70.9% | 0.00% | -100.0% |
| Q4 2020 | $31,000 | 0.0% | 381 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +14.8% | 381 | +5.5% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | -35.7% | 361 | -47.2% | 0.00% | -50.0% |
| Q1 2020 | $42,000 | -98.7% | 684 | -98.3% | 0.00% | -98.6% |
| Q4 2019 | $3,167,000 | +8.9% | 41,233 | +0.6% | 0.14% | -0.7% |
| Q3 2019 | $2,907,000 | +0.5% | 40,986 | -0.5% | 0.14% | -4.1% |
| Q2 2019 | $2,892,000 | +60.8% | 41,197 | +54.9% | 0.15% | +27.6% |
| Q1 2019 | $1,799,000 | -37.7% | 26,602 | -45.0% | 0.12% | -32.9% |
| Q4 2018 | $2,887,000 | -10.2% | 48,356 | +4.6% | 0.17% | +4.8% |
| Q3 2018 | $3,215,000 | +4.6% | 46,224 | -2.3% | 0.16% | +0.6% |
| Q2 2018 | $3,074,000 | +20.0% | 47,296 | +16.4% | 0.16% | +18.0% |
| Q1 2018 | $2,562,000 | +5.4% | 40,617 | +6.6% | 0.14% | -0.7% |
| Q4 2017 | $2,431,000 | +5.3% | 38,116 | -0.8% | 0.14% | -4.8% |
| Q3 2017 | $2,308,000 | +8.3% | 38,438 | +4.2% | 0.15% | -2.0% |
| Q2 2017 | $2,132,000 | +13.9% | 36,900 | +10.9% | 0.15% | +4.9% |
| Q1 2017 | $1,872,000 | +1.1% | 33,274 | -4.3% | 0.14% | -11.7% |
| Q4 2016 | $1,851,000 | -0.4% | 34,754 | -3.5% | 0.16% | -11.5% |
| Q3 2016 | $1,859,000 | +32.0% | 36,012 | +27.3% | 0.18% | +20.4% |
| Q2 2016 | $1,408,000 | +0.4% | 28,285 | -1.5% | 0.15% | -12.1% |
| Q1 2016 | $1,402,000 | +210.2% | 28,714 | +208.8% | 0.17% | +188.3% |
| Q4 2015 | $452,000 | – | 9,298 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |