SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $91,000 | -16.5% | 2,031 | +0.2% | 0.05% | -7.1% |
| Q1 2022 | $109,000 | -18.7% | 2,026 | +72.4% | 0.06% | -28.2% |
| Q4 2021 | $134,000 | -84.5% | 1,175 | -85.9% | 0.08% | -80.3% |
| Q3 2021 | $866,000 | -1.3% | 8,326 | -1.3% | 0.40% | +3.4% |
| Q2 2021 | $877,000 | +8.3% | 8,433 | +0.0% | 0.38% | +10.4% |
| Q1 2021 | $810,000 | +12.0% | 8,431 | +6.0% | 0.35% | +2.7% |
| Q4 2020 | $723,000 | +18.1% | 7,952 | +4.8% | 0.34% | -5.8% |
| Q3 2020 | $612,000 | +9.9% | 7,589 | +1.0% | 0.36% | +2.0% |
| Q2 2020 | $557,000 | +18.8% | 7,513 | -1.9% | 0.35% | +3.5% |
| Q1 2020 | $469,000 | -17.7% | 7,661 | +3.2% | 0.34% | +24.5% |
| Q4 2019 | $570,000 | +12.2% | 7,421 | +3.7% | 0.27% | -3.2% |
| Q3 2019 | $508,000 | +0.8% | 7,157 | -0.3% | 0.28% | -4.1% |
| Q2 2019 | $504,000 | +6.3% | 7,180 | +2.5% | 0.29% | +1.0% |
| Q1 2019 | $474,000 | +18.8% | 7,005 | +4.8% | 0.29% | +0.3% |
| Q4 2018 | $399,000 | +11.1% | 6,684 | +29.5% | 0.29% | +23.4% |
| Q3 2018 | $359,000 | +56.1% | 5,163 | +46.0% | 0.24% | +37.4% |
| Q2 2018 | $230,000 | +3.1% | 3,536 | 0.0% | 0.17% | +0.6% |
| Q1 2018 | $223,000 | +1.8% | 3,536 | +2.8% | 0.17% | +5.6% |
| Q4 2017 | $219,000 | – | 3,440 | – | 0.16% | – |
Download | ||||||
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% |