SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.69 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -5.5% | 3,833 | +99.9% | 0.08% | +2.7% |
| Q4 2021 | $218,000 | -0.9% | 1,917 | -39.0% | 0.07% | -36.0% |
| Q2 2019 | $220,000 | +3.8% | 3,141 | 0.0% | 0.11% | +0.9% |
| Q1 2019 | $212,000 | 0.0% | 3,141 | +3.3% | 0.11% | +7.6% |
| Q3 2018 | $212,000 | 0.0% | 3,041 | -6.9% | 0.10% | -7.9% |
| Q2 2018 | $212,000 | +2.9% | 3,266 | 0.0% | 0.11% | +2.7% |
| Q1 2018 | $206,000 | +249.2% | 3,266 | +256.6% | 0.11% | +270.0% |
| Q4 2017 | $59,000 | +7.3% | 916 | 0.0% | 0.03% | +3.4% |
| Q3 2017 | $55,000 | +3.8% | 916 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $53,000 | -7.0% | 916 | -9.8% | 0.03% | -9.4% |
| Q1 2017 | $57,000 | +5.6% | 1,016 | 0.0% | 0.03% | -3.0% |
| Q4 2016 | $54,000 | +3.8% | 1,016 | +1.6% | 0.03% | 0.0% |
| Q3 2016 | $52,000 | +4.0% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $50,000 | +2.0% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $49,000 | 0.0% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $49,000 | -73.5% | 1,000 | -75.3% | 0.03% | -76.1% |
| Q3 2015 | $185,000 | +277.6% | 4,051 | +305.1% | 0.14% | +305.9% |
| Q2 2015 | $49,000 | -2.0% | 1,000 | 0.0% | 0.03% | -2.9% |
| Q1 2015 | $50,000 | +28.2% | 1,000 | +25.0% | 0.04% | +20.7% |
| Q4 2014 | $39,000 | +2.6% | 800 | 0.0% | 0.03% | +3.6% |
| Q3 2014 | $38,000 | +2.7% | 800 | 0.0% | 0.03% | +3.7% |
| Q2 2014 | $37,000 | +19.4% | 800 | +14.3% | 0.03% | +3.8% |
| Q1 2014 | $31,000 | 0.0% | 700 | 0.0% | 0.03% | +4.0% |
| Q4 2013 | $31,000 | – | 700 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |