SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $113,809,000 | +27.7% | 1,251,340 | +13.2% | 9.92% | +12.3% |
| Q3 2020 | $89,135,000 | +14.1% | 1,105,488 | +4.9% | 8.83% | +5.9% |
| Q2 2020 | $78,121,000 | +26.1% | 1,054,269 | +4.2% | 8.34% | +17.3% |
| Q1 2020 | $61,962,000 | -17.9% | 1,011,625 | +2.9% | 7.11% | +2.7% |
| Q4 2019 | $75,515,000 | +10.5% | 983,145 | +2.0% | 6.92% | +3.3% |
| Q3 2019 | $68,345,000 | +0.6% | 963,555 | -0.4% | 6.70% | +0.2% |
| Q2 2019 | $67,921,000 | +9.6% | 967,669 | +5.6% | 6.69% | +11.7% |
| Q1 2019 | $61,983,000 | +21.9% | 916,768 | +7.6% | 5.99% | +4.7% |
| Q4 2018 | $50,859,000 | -0.2% | 851,905 | +16.3% | 5.72% | +10.5% |
| Q3 2018 | $50,965,000 | +13.0% | 732,673 | +5.6% | 5.18% | +6.3% |
| Q2 2018 | $45,091,000 | +29.2% | 693,819 | +19.3% | 4.87% | +12.9% |
| Q1 2018 | $34,904,000 | -11.5% | 581,345 | -6.0% | 4.31% | -6.7% |
| Q4 2017 | $39,446,000 | +13.0% | 618,476 | +6.4% | 4.62% | +7.2% |
| Q3 2017 | $34,904,000 | +9.2% | 581,345 | +5.0% | 4.31% | +4.1% |
| Q2 2017 | $31,978,000 | +9.1% | 553,532 | +6.3% | 4.14% | +4.3% |
| Q1 2017 | $29,301,000 | +46.1% | 520,722 | +38.2% | 3.98% | +32.9% |
| Q4 2016 | $20,061,000 | +14.5% | 376,665 | +11.0% | 2.99% | +9.6% |
| Q3 2016 | $17,523,000 | +7.2% | 339,458 | +3.4% | 2.73% | +3.3% |
| Q2 2016 | $16,345,000 | +8.4% | 328,414 | +6.3% | 2.64% | +5.7% |
| Q1 2016 | $15,084,000 | +39.5% | 308,838 | +38.7% | 2.50% | +33.5% |
| Q4 2015 | $10,813,000 | +23.4% | 222,618 | +16.2% | 1.87% | +14.4% |
| Q3 2015 | $8,766,000 | +2.3% | 191,557 | +10.2% | 1.64% | +3.7% |
| Q2 2015 | $8,571,000 | +9.2% | 173,817 | +9.8% | 1.58% | +10.1% |
| Q1 2015 | $7,846,000 | +24.3% | 158,275 | +23.0% | 1.43% | -37.5% |
| Q4 2014 | $6,314,000 | +11.6% | 128,727 | +6.9% | 2.29% | -5.0% |
| Q3 2014 | $5,659,000 | +10.1% | 120,425 | +9.7% | 2.41% | +9.7% |
| Q2 2014 | $5,141,000 | +6.2% | 109,774 | +1.4% | 2.20% | -3.8% |
| Q1 2014 | $4,839,000 | +32.1% | 108,234 | +30.2% | 2.28% | +4.6% |
| Q4 2013 | $3,663,000 | – | 83,106 | – | 2.18% | – |
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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% |