SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,060,854 | -23.9% | 119,779 | -19.3% | 0.05% | -21.7% |
| Q2 2023 | $7,963,293 | +61.3% | 148,482 | +45.4% | 0.07% | +46.8% |
| Q1 2023 | $4,938,273 | +99.9% | 102,094 | +0.6% | 0.05% | -62.1% |
| Q4 2022 | $2,470,679 | -41.5% | 101,463 | +1.8% | 0.12% | +153.1% |
| Q3 2022 | $4,221,000 | -30.3% | 99,680 | -26.5% | 0.05% | -9.3% |
| Q2 2022 | $6,059,000 | +3.2% | 135,664 | +24.4% | 0.05% | +20.0% |
| Q1 2022 | $5,871,000 | -58.6% | 109,014 | -12.4% | 0.04% | -57.5% |
| Q4 2021 | $14,169,000 | +1.3% | 124,484 | -7.5% | 0.11% | +19.1% |
| Q3 2021 | $13,993,000 | +20.6% | 134,509 | +20.5% | 0.09% | -11.9% |
| Q2 2021 | $11,601,000 | +11.6% | 111,584 | +3.0% | 0.10% | +2.0% |
| Q1 2021 | $10,399,000 | -11.9% | 108,299 | -16.5% | 0.10% | -19.5% |
| Q4 2020 | $11,800,000 | +39.7% | 129,746 | +23.1% | 0.12% | +11.8% |
| Q3 2020 | $8,449,000 | +3.8% | 105,433 | -4.0% | 0.11% | -2.7% |
| Q2 2020 | $8,142,000 | +17.7% | 109,879 | -2.7% | 0.11% | -11.0% |
| Q1 2020 | $6,919,000 | +3.3% | 112,958 | +29.6% | 0.13% | +22.1% |
| Q4 2019 | $6,697,000 | +12.6% | 87,188 | +4.0% | 0.10% | +13.0% |
| Q3 2019 | $5,946,000 | +4.9% | 83,834 | +3.9% | 0.09% | -9.8% |
| Q2 2019 | $5,666,000 | +28.6% | 80,720 | +23.9% | 0.10% | +17.2% |
| Q1 2019 | $4,405,000 | +95.0% | 65,146 | +72.2% | 0.09% | +61.1% |
| Q4 2018 | $2,259,000 | -4.9% | 37,841 | +10.8% | 0.05% | +10.2% |
| Q3 2018 | $2,375,000 | +68.2% | 34,145 | +57.5% | 0.05% | +113.0% |
| Q2 2018 | $1,412,000 | +82.9% | 21,674 | +77.1% | 0.02% | -23.3% |
| Q1 2018 | $772,000 | -48.5% | 12,238 | -46.7% | 0.03% | -52.4% |
| Q4 2017 | $1,498,000 | -24.3% | 22,947 | -29.7% | 0.06% | +28.6% |
| Q3 2017 | $1,980,000 | +12.7% | 32,647 | +7.6% | 0.05% | +2.1% |
| Q2 2017 | $1,757,000 | -0.9% | 30,351 | -4.1% | 0.05% | -4.0% |
| Q1 2017 | $1,773,000 | +22.4% | 31,646 | +18.3% | 0.05% | +6.4% |
| Q4 2016 | $1,448,000 | +183.9% | 26,740 | +168.4% | 0.05% | +123.8% |
| Q3 2016 | $510,000 | +55.5% | 9,962 | +51.5% | 0.02% | +61.5% |
| Q2 2016 | $328,000 | +1071.4% | 6,576 | +996.0% | 0.01% | +550.0% |
| Q3 2014 | $28,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |