SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,795,507 | -6.1% | 1,043,389 | -2.8% | 0.93% | -4.0% |
| Q2 2023 | $56,223,008 | +4.3% | 1,073,573 | -3.7% | 0.96% | -19.5% |
| Q1 2023 | $53,929,752 | +1.9% | 1,114,942 | -4.9% | 1.20% | -7.8% |
| Q4 2022 | $52,906,153 | +5.2% | 1,171,786 | -1.3% | 1.30% | -18.0% |
| Q3 2022 | $50,289,000 | -11.4% | 1,187,464 | -6.5% | 1.58% | -1.2% |
| Q2 2022 | $56,746,000 | -22.5% | 1,270,613 | -6.5% | 1.60% | -12.3% |
| Q1 2022 | $73,189,000 | -7.0% | 1,359,127 | +96.6% | 1.83% | -14.6% |
| Q4 2021 | $78,680,000 | +178.1% | 691,264 | +154.1% | 2.14% | -25.5% |
| Q3 2021 | $28,296,000 | -61.0% | 271,996 | -61.0% | 2.88% | +8.6% |
| Q2 2021 | $72,604,000 | +2.0% | 698,315 | -5.8% | 2.65% | -11.1% |
| Q1 2021 | $71,205,000 | -2.0% | 741,485 | -7.1% | 2.98% | -10.2% |
| Q4 2020 | $72,625,000 | +10.9% | 798,519 | -1.7% | 3.32% | -3.9% |
| Q3 2020 | $65,477,000 | +6.5% | 812,063 | -2.1% | 3.45% | -5.0% |
| Q2 2020 | $61,459,000 | +39.3% | 829,401 | +15.2% | 3.64% | +11.6% |
| Q1 2020 | $44,117,000 | +1.5% | 720,277 | +27.3% | 3.26% | +18.0% |
| Q4 2019 | $43,464,000 | +17.7% | 565,867 | +8.7% | 2.76% | +3.2% |
| Q3 2019 | $36,940,000 | +16.0% | 520,801 | +14.8% | 2.68% | +13.0% |
| Q2 2019 | $31,842,000 | +23.4% | 453,661 | +18.9% | 2.37% | +11.8% |
| Q1 2019 | $25,805,000 | +67.4% | 381,673 | +47.8% | 2.12% | +18.8% |
| Q4 2018 | $15,417,000 | +2.0% | 258,246 | +18.9% | 1.78% | +18.7% |
| Q3 2018 | $15,112,000 | -4.8% | 217,258 | -11.1% | 1.50% | -11.2% |
| Q2 2018 | $15,877,000 | +4.1% | 244,297 | +1.0% | 1.69% | +5.4% |
| Q1 2018 | $15,251,000 | -3.1% | 241,765 | -2.1% | 1.60% | -3.3% |
| Q4 2017 | $15,747,000 | -1.8% | 246,903 | -7.6% | 1.66% | -12.7% |
| Q3 2017 | $16,039,000 | +5.6% | 267,138 | +1.6% | 1.90% | +1.0% |
| Q2 2017 | $15,188,000 | +5.7% | 262,913 | +2.9% | 1.88% | +2.9% |
| Q1 2017 | $14,374,000 | +26.6% | 255,443 | +19.9% | 1.83% | +12.7% |
| Q4 2016 | $11,351,000 | +6.4% | 213,121 | +3.1% | 1.62% | -18.4% |
| Q3 2016 | $10,672,000 | +2220.0% | 206,743 | +2137.7% | 1.99% | +1441.9% |
| Q2 2016 | $460,000 | -92.8% | 9,239 | -92.9% | 0.13% | -93.7% |
| Q1 2016 | $6,384,000 | +18.9% | 130,703 | +18.2% | 2.06% | -4.8% |
| Q4 2015 | $5,370,000 | +24.0% | 110,561 | +16.8% | 2.17% | +15.0% |
| Q3 2015 | $4,330,000 | +243.1% | 94,633 | +269.7% | 1.88% | +253.3% |
| Q2 2015 | $1,262,000 | +6.1% | 25,597 | +6.6% | 0.53% | -2.2% |
| Q1 2015 | $1,190,000 | – | 24,010 | – | 0.54% | – |
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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% |