SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,574,451 | -12.2% | 31,115 | -9.1% | 0.12% | -9.8% |
| Q2 2023 | $1,793,126 | -4.6% | 34,239 | -11.9% | 0.13% | -9.6% |
| Q1 2023 | $1,879,197 | +7.2% | 38,850 | +0.0% | 0.15% | -10.4% |
| Q4 2022 | $1,753,582 | +192.8% | 38,839 | +174.5% | 0.16% | +181.0% |
| Q3 2022 | $599,000 | -16.7% | 14,147 | -12.1% | 0.06% | -18.3% |
| Q2 2022 | $719,000 | -17.0% | 16,097 | +0.1% | 0.07% | -12.3% |
| Q1 2022 | $866,000 | -5.5% | 16,086 | +100.0% | 0.08% | +6.6% |
| Q4 2021 | $916,000 | +29.2% | 8,042 | +18.0% | 0.08% | +20.6% |
| Q3 2021 | $709,000 | +0.1% | 6,817 | +0.1% | 0.06% | -1.6% |
| Q2 2021 | $708,000 | -34.7% | 6,812 | -39.6% | 0.06% | -46.2% |
| Q1 2021 | $1,084,000 | +134.6% | 11,283 | +122.3% | 0.12% | +124.5% |
| Q4 2020 | $462,000 | +13.0% | 5,075 | 0.0% | 0.05% | -5.4% |
| Q3 2020 | $409,000 | +8.8% | 5,075 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $376,000 | +20.9% | 5,075 | 0.0% | 0.06% | -5.1% |
| Q1 2020 | $311,000 | -22.6% | 5,075 | -3.0% | 0.06% | -18.1% |
| Q4 2019 | $402,000 | +8.4% | 5,230 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $371,000 | -3.6% | 5,230 | -4.1% | 0.07% | -4.0% |
| Q2 2019 | $385,000 | +5.8% | 5,455 | +1.4% | 0.08% | +5.6% |
| Q1 2019 | $364,000 | +15.9% | 5,380 | +2.3% | 0.07% | -1.4% |
| Q4 2018 | $314,000 | -12.5% | 5,260 | +1.9% | 0.07% | -1.4% |
| Q3 2018 | $359,000 | +6.5% | 5,160 | -0.5% | 0.07% | +2.8% |
| Q2 2018 | $337,000 | +4.7% | 5,185 | +1.5% | 0.07% | +2.9% |
| Q1 2018 | $322,000 | -5.0% | 5,110 | 0.0% | 0.07% | +4.5% |
| Q4 2017 | $339,000 | +9.0% | 5,110 | -1.4% | 0.07% | +1.5% |
| Q3 2017 | $311,000 | -0.3% | 5,185 | -4.0% | 0.06% | -5.8% |
| Q2 2017 | $312,000 | +15.1% | 5,400 | +12.1% | 0.07% | +7.8% |
| Q1 2017 | $271,000 | +4.6% | 4,816 | -1.0% | 0.06% | -1.5% |
| Q4 2016 | $259,000 | +3.2% | 4,866 | 0.0% | 0.06% | +14.0% |
| Q3 2016 | $251,000 | +3.7% | 4,866 | 0.0% | 0.06% | -3.4% |
| Q2 2016 | $242,000 | +1.7% | 4,866 | 0.0% | 0.06% | +5.4% |
| Q1 2016 | $238,000 | – | 4,866 | – | 0.06% | – |
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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% |