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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,911 | -12.9% | 2,706 | -9.8% | 0.02% | -15.0% |
| Q2 2023 | $157,186 | +534.7% | 3,001 | +486.1% | 0.02% | +566.7% |
| Q1 2023 | $24,765 | +7.1% | 512 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23,117 | -32.0% | 512 | -8.2% | 0.00% | -66.7% |
| Q1 2020 | $34,000 | -90.3% | 558 | -87.7% | 0.01% | -89.4% |
| Q4 2019 | $349,000 | -10.5% | 4,540 | -17.4% | 0.08% | -12.4% |
| Q3 2019 | $390,000 | +41.8% | 5,496 | +40.1% | 0.10% | +32.9% |
| Q2 2019 | $275,000 | +3.8% | 3,922 | 0.0% | 0.07% | +1.4% |
| Q1 2019 | $265,000 | +13.7% | 3,922 | +0.5% | 0.07% | +9.1% |
| Q4 2018 | $233,000 | -13.4% | 3,902 | +1.0% | 0.07% | -45.0% |
| Q3 2018 | $269,000 | +1.1% | 3,864 | -5.4% | 0.12% | -2.4% |
| Q2 2018 | $266,000 | +6.0% | 4,086 | +2.7% | 0.12% | +2.5% |
| Q1 2018 | $251,000 | +2.0% | 3,979 | +3.2% | 0.12% | -12.4% |
| Q4 2017 | $246,000 | +19.4% | 3,856 | +4.6% | 0.14% | -1.4% |
| Q4 2016 | $206,000 | +1.0% | 3,686 | 0.0% | 0.14% | +3.0% |
| Q3 2016 | $204,000 | +5.7% | 3,686 | 0.0% | 0.14% | -2.9% |
| Q2 2016 | $193,000 | -24.0% | 3,686 | -23.9% | 0.14% | -26.1% |
| Q1 2016 | $254,000 | -0.8% | 4,841 | 0.0% | 0.19% | +0.5% |
| Q4 2015 | $256,000 | +5.8% | 4,841 | 0.0% | 0.19% | +4.5% |
| Q3 2015 | $242,000 | +206.3% | 4,841 | +173.7% | 0.18% | +203.4% |
| Q1 2014 | $79,000 | – | 1,769 | – | 0.06% | – |
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% |