SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is 0.04 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,062 | -4.5% | 4,270 | -1.2% | 0.12% | +0.9% |
| Q2 2023 | $226,238 | +7.0% | 4,320 | -1.1% | 0.12% | -0.9% |
| Q1 2023 | $211,377 | +7.1% | 4,370 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $197,306 | +1.2% | 4,370 | 0.0% | 0.12% | +11.5% |
| Q2 2022 | $195,000 | -17.0% | 4,370 | 0.0% | 0.10% | -4.6% |
| Q1 2022 | $235,000 | -6.7% | 4,370 | +97.7% | 0.11% | +1.9% |
| Q4 2021 | $252,000 | +5.9% | 2,210 | -3.3% | 0.11% | -5.3% |
| Q3 2021 | $238,000 | 0.0% | 2,285 | 0.0% | 0.11% | +1.8% |
| Q2 2021 | $238,000 | +6.2% | 2,285 | -2.1% | 0.11% | -0.9% |
| Q1 2021 | $224,000 | +5.7% | 2,335 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $212,000 | +5.0% | 2,335 | -40.4% | 0.11% | -38.9% |
| Q3 2016 | $202,000 | -33.3% | 3,920 | -42.2% | 0.18% | -45.6% |
| Q1 2014 | $303,000 | +2.0% | 6,780 | +0.5% | 0.34% | -3.4% |
| Q4 2013 | $297,000 | – | 6,745 | – | 0.35% | – |
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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% |