SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,883 | -3.4% | 4,721 | 0.0% | 0.08% | +6.5% |
| Q2 2023 | $247,239 | +8.2% | 4,721 | -0.1% | 0.08% | +6.9% |
| Q1 2023 | $228,549 | -46.0% | 4,725 | -49.6% | 0.07% | -63.5% |
| Q4 2022 | $423,281 | +12.3% | 9,375 | +5.4% | 0.20% | +27.9% |
| Q3 2022 | $377,000 | +15.6% | 8,897 | +21.7% | 0.15% | +26.2% |
| Q2 2022 | $326,000 | -98.9% | 7,308 | -98.7% | 0.12% | -97.5% |
| Q1 2022 | $29,919,000 | +2.7% | 555,601 | +117.2% | 4.85% | +8.7% |
| Q4 2021 | $29,119,000 | +11834.0% | 255,836 | +10809.9% | 4.46% | +10787.8% |
| Q3 2021 | $244,000 | -5.8% | 2,345 | -5.9% | 0.04% | -12.8% |
| Q2 2021 | $259,000 | +6.6% | 2,492 | -1.6% | 0.05% | -2.1% |
| Q1 2021 | $243,000 | -1.2% | 2,532 | -6.5% | 0.05% | -9.4% |
| Q4 2020 | $246,000 | -91.9% | 2,708 | -92.8% | 0.05% | -92.7% |
| Q3 2020 | $3,025,000 | +1041.5% | 37,520 | +947.5% | 0.72% | +966.2% |
| Q2 2020 | $265,000 | +12.8% | 3,582 | -6.6% | 0.07% | -8.1% |
| Q1 2020 | $235,000 | -99.0% | 3,836 | -98.8% | 0.07% | -99.0% |
| Q4 2019 | $24,659,000 | +187.4% | 321,043 | +165.4% | 7.74% | +127.5% |
| Q3 2019 | $8,579,000 | -39.2% | 120,947 | -39.8% | 3.40% | -40.9% |
| Q2 2019 | $14,103,000 | +6552.4% | 200,932 | +6297.1% | 5.76% | +7283.3% |
| Q1 2019 | $212,000 | -98.2% | 3,141 | -98.4% | 0.08% | -98.7% |
| Q4 2018 | $11,852,000 | +638.4% | 198,527 | +760.5% | 5.83% | +848.0% |
| Q3 2018 | $1,605,000 | +457.3% | 23,072 | +420.1% | 0.62% | +408.3% |
| Q2 2018 | $288,000 | -97.6% | 4,436 | -97.7% | 0.12% | -97.8% |
| Q1 2018 | $12,225,000 | +898.8% | 193,807 | +910.3% | 5.48% | +817.9% |
| Q4 2017 | $1,224,000 | +272.0% | 19,183 | +249.6% | 0.60% | +255.4% |
| Q3 2017 | $329,000 | -96.6% | 5,487 | -96.7% | 0.17% | -96.7% |
| Q2 2017 | $9,658,000 | +4852.8% | 167,184 | +4731.9% | 5.08% | +4031.7% |
| Q1 2017 | $195,000 | +14.0% | 3,460 | +7.8% | 0.12% | +8.8% |
| Q4 2016 | $171,000 | +8.9% | 3,210 | +5.8% | 0.11% | +2.7% |
| Q3 2016 | $157,000 | +7.5% | 3,034 | +3.7% | 0.11% | +4.8% |
| Q2 2016 | $146,000 | +2.1% | 2,926 | +0.0% | 0.10% | +8.2% |
| Q1 2016 | $143,000 | +581.0% | 2,925 | +588.2% | 0.10% | +546.7% |
| Q4 2015 | $21,000 | +110.0% | 425 | +89.7% | 0.02% | +87.5% |
| Q3 2015 | $10,000 | -28.6% | 224 | -20.8% | 0.01% | -20.0% |
| Q2 2015 | $14,000 | +55.6% | 283 | +59.0% | 0.01% | +42.9% |
| Q1 2015 | $9,000 | 0.0% | 178 | +0.6% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | +12.5% | 177 | +0.6% | 0.01% | +16.7% |
| Q3 2014 | $8,000 | 0.0% | 176 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $8,000 | 0.0% | 176 | +0.6% | 0.01% | -14.3% |
| Q1 2014 | $8,000 | – | 175 | – | 0.01% | – |
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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% |