SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,803,366 | +22.6% | 53,530 | +13.2% | 0.00% | 0.0% |
| Q1 2023 | $2,287,417 | -40.2% | 47,290 | -44.2% | 0.00% | -50.0% |
| Q4 2022 | $3,824,973 | -51.5% | 84,717 | -54.5% | 0.00% | -33.3% |
| Q3 2022 | $7,885,000 | +3654.8% | 186,192 | +3861.5% | 0.00% | – |
| Q2 2022 | $210,000 | -92.1% | 4,700 | -79.9% | 0.00% | -100.0% |
| Q4 2021 | $2,665,000 | +433.0% | 23,413 | +326.0% | 0.00% | – |
| Q4 2020 | $500,000 | -94.3% | 5,496 | -94.9% | 0.00% | -100.0% |
| Q3 2020 | $8,740,000 | +269.4% | 108,394 | +239.4% | 0.01% | +150.0% |
| Q2 2020 | $2,366,000 | -47.0% | 31,935 | -56.2% | 0.00% | -50.0% |
| Q1 2020 | $4,465,000 | -59.7% | 72,906 | -49.4% | 0.00% | -73.3% |
| Q4 2019 | $11,067,000 | +45.6% | 144,089 | +34.5% | 0.02% | +15.4% |
| Q3 2019 | $7,600,000 | -32.5% | 107,148 | -43.2% | 0.01% | -45.8% |
| Q4 2018 | $11,260,000 | +105.6% | 188,613 | +139.6% | 0.02% | +118.2% |
| Q3 2018 | $5,477,000 | +24.7% | 78,735 | +16.5% | 0.01% | +10.0% |
| Q2 2018 | $4,393,000 | -74.0% | 67,599 | -74.8% | 0.01% | -77.3% |
| Q1 2018 | $16,919,000 | +663.8% | 268,209 | +672.4% | 0.04% | +633.3% |
| Q4 2017 | $2,215,000 | -68.5% | 34,724 | -70.3% | 0.01% | -73.9% |
| Q3 2017 | $7,029,000 | -53.7% | 117,066 | -55.4% | 0.02% | -56.6% |
| Q2 2017 | $15,168,000 | +68.9% | 262,552 | +64.5% | 0.05% | +32.5% |
| Q1 2017 | $8,981,000 | -26.5% | 159,603 | -30.5% | 0.04% | -24.5% |
| Q4 2016 | $12,227,000 | +1220.4% | 229,565 | +1180.1% | 0.05% | +1225.0% |
| Q3 2016 | $926,000 | -89.3% | 17,934 | -89.7% | 0.00% | -90.7% |
| Q2 2016 | $8,694,000 | -28.5% | 174,682 | -29.9% | 0.04% | -36.8% |
| Q1 2016 | $12,166,000 | +60.5% | 249,095 | +59.6% | 0.07% | +44.7% |
| Q4 2015 | $7,582,000 | -3.5% | 156,096 | -9.1% | 0.05% | -4.1% |
| Q3 2015 | $7,861,000 | +69.2% | 171,780 | +82.4% | 0.05% | +63.3% |
| Q2 2015 | $4,645,000 | -29.9% | 94,192 | -30.3% | 0.03% | -40.0% |
| Q4 2014 | $6,628,000 | +362.8% | 135,124 | +343.5% | 0.05% | +233.3% |
| Q3 2014 | $1,432,000 | -52.9% | 30,470 | -53.0% | 0.02% | -61.5% |
| Q2 2014 | $3,038,000 | – | 64,863 | – | 0.04% | – |
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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% |