SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,143,922 | -5.7% | 42,370 | -2.4% | 2.02% | +6.2% |
| Q2 2023 | $2,274,167 | +11.0% | 43,425 | +2.5% | 1.90% | +6.6% |
| Q1 2023 | $2,049,002 | +6.5% | 42,361 | -0.6% | 1.78% | +5.1% |
| Q4 2022 | $1,923,255 | +6.9% | 42,597 | +0.3% | 1.70% | +3.2% |
| Q3 2022 | $1,799,000 | -4.5% | 42,489 | +0.7% | 1.64% | +1.0% |
| Q2 2022 | $1,884,000 | -16.9% | 42,184 | +0.2% | 1.63% | +0.2% |
| Q1 2022 | $2,267,000 | -4.6% | 42,092 | +101.6% | 1.62% | +1.4% |
| Q4 2021 | $2,376,000 | +9.5% | 20,877 | +0.1% | 1.60% | +2.2% |
| Q3 2021 | $2,169,000 | +0.5% | 20,850 | +0.4% | 1.57% | +1.7% |
| Q2 2021 | $2,159,000 | +8.2% | 20,761 | -0.1% | 1.54% | +2.5% |
| Q1 2021 | $1,995,000 | +5.6% | 20,777 | 0.0% | 1.50% | -0.2% |
| Q4 2020 | $1,890,000 | +15.4% | 20,777 | +2.3% | 1.51% | +1.7% |
| Q3 2020 | $1,638,000 | -99.9% | 20,310 | +0.0% | 1.48% | +0.6% |
| Q2 2020 | $1,504,304,000 | +264276.8% | 20,301 | +118.4% | 1.47% | +125.0% |
| Q1 2020 | $569,000 | -2.7% | 9,297 | +22.1% | 0.66% | +28.7% |
| Q4 2019 | $585,000 | -20.0% | 7,613 | -26.2% | 0.51% | -18.2% |
| Q3 2019 | $731,000 | +0.3% | 10,311 | -0.7% | 0.62% | +0.6% |
| Q2 2019 | $729,000 | +6.3% | 10,386 | +2.4% | 0.62% | +7.3% |
| Q1 2019 | $686,000 | +20.8% | 10,147 | +6.7% | 0.58% | 0.0% |
| Q4 2018 | $568,000 | – | 9,508 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |