SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,083 | -3.2% | 8,085 | +0.1% | 0.05% | +4.4% |
| Q2 2023 | $422,767 | -12.7% | 8,073 | -19.3% | 0.04% | -4.3% |
| Q1 2023 | $484,097 | +8.4% | 10,008 | +1.2% | 0.05% | +9.3% |
| Q4 2022 | $446,386 | +37.8% | 9,887 | +29.3% | 0.04% | +10.3% |
| Q3 2022 | $324,000 | +6.2% | 7,649 | +12.1% | 0.04% | +30.0% |
| Q2 2022 | $305,000 | -99.9% | 6,823 | +0.3% | 0.03% | 0.0% |
| Q1 2022 | $366,359,000 | -12.3% | 6,803 | +85.3% | 0.03% | -11.8% |
| Q4 2021 | $417,899,000 | +7.5% | 3,672 | -1.8% | 0.03% | 0.0% |
| Q3 2021 | $388,819,000 | +143907.0% | 3,738 | +33.0% | 0.03% | +17.2% |
| Q1 2021 | $270,000 | +20.5% | 2,810 | +14.1% | 0.03% | +3.6% |
| Q4 2020 | $224,000 | -77.1% | 2,462 | -78.6% | 0.03% | -78.6% |
| Q3 2020 | $978,000 | +15.7% | 11,505 | +0.9% | 0.13% | -4.4% |
| Q2 2020 | $845,000 | -46.7% | 11,404 | -44.8% | 0.14% | -49.8% |
| Q4 2019 | $1,584,000 | +73.3% | 20,669 | +60.5% | 0.27% | -56.9% |
| Q3 2019 | $914,000 | +6.9% | 12,881 | +5.8% | 0.63% | +82.2% |
| Q2 2019 | $855,000 | -1.6% | 12,178 | -5.2% | 0.35% | +49.4% |
| Q1 2019 | $869,000 | +33.3% | 12,847 | +17.7% | 0.23% | +45.6% |
| Q4 2018 | $652,000 | -39.1% | 10,912 | -29.1% | 0.16% | +5.3% |
| Q3 2018 | $1,071,000 | +125.0% | 15,400 | +110.1% | 0.15% | +4.8% |
| Q2 2018 | $476,000 | +1.1% | 7,330 | -1.7% | 0.14% | -0.7% |
| Q1 2018 | $471,000 | +24.3% | 7,459 | +25.4% | 0.15% | +53.7% |
| Q4 2017 | $379,000 | -99.9% | 5,950 | -42.0% | 0.10% | -40.6% |
| Q2 2015 | $253,140,000 | +104937.3% | 10,258 | +111.5% | 0.16% | +2.6% |
| Q1 2015 | $241,000 | -45.2% | 4,851 | -45.9% | 0.16% | -37.3% |
| Q4 2014 | $440,000 | – | 8,961 | – | 0.25% | – |
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% |