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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $392,000 | -41.8% | 8,775 | -29.8% | 0.03% | -32.6% |
| Q1 2022 | $673,000 | -12.5% | 12,502 | +85.2% | 0.04% | -4.4% |
| Q4 2021 | $769,000 | -69.6% | 6,752 | -72.3% | 0.04% | -74.3% |
| Q3 2021 | $2,531,000 | +6740.5% | 24,334 | +5248.1% | 0.18% | +2087.5% |
| Q3 2020 | $37,000 | -98.8% | 455 | -98.9% | 0.01% | -98.8% |
| Q2 2020 | $2,968,000 | -99.9% | 39,999 | -16.1% | 0.66% | -20.5% |
| Q1 2020 | $2,944,162,000 | -82.2% | 47,673 | -77.6% | 0.83% | -79.5% |
| Q4 2019 | $16,582,015,000 | +33.3% | 212,568 | +19.4% | 4.03% | +9.5% |
| Q3 2019 | $12,441,212,000 | +124499.0% | 178,025 | +26.4% | 3.68% | +10.5% |
| Q2 2019 | $9,985,000 | -99.9% | 140,860 | +7.3% | 3.33% | +2.6% |
| Q1 2019 | $8,977,043,000 | +150572.1% | 131,333 | +42.8% | 3.25% | +15.6% |
| Q4 2018 | $5,958,000 | -28.7% | 91,976 | -28.9% | 2.81% | +32.4% |
| Q3 2018 | $8,361,000 | -1.2% | 129,374 | +2.2% | 2.12% | 0.0% |
| Q2 2018 | $8,463,000 | +177.9% | 126,650 | +164.8% | 2.12% | +101.2% |
| Q1 2018 | $3,045,000 | +93.7% | 47,822 | +104.6% | 1.06% | +106.5% |
| Q4 2017 | $1,572,000 | +265.6% | 23,375 | +236.0% | 0.51% | +325.8% |
| Q3 2017 | $430,000 | +68.0% | 6,956 | +60.6% | 0.12% | +62.2% |
| Q2 2017 | $256,000 | +1013.0% | 4,330 | +938.4% | 0.07% | +825.0% |
| Q1 2017 | $23,000 | -96.1% | 417 | -96.4% | 0.01% | -96.8% |
| Q3 2016 | $593,000 | +1594.3% | 11,497 | +1556.6% | 0.25% | +1450.0% |
| Q2 2016 | $35,000 | – | 694 | – | 0.02% | – |
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% |