SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $283,716 | +10.4% | 6,284 | +3.5% | 0.07% | +8.1% |
| Q3 2022 | $257,000 | -10.8% | 6,072 | -5.9% | 0.06% | -8.8% |
| Q2 2022 | $288,000 | -21.5% | 6,455 | -5.4% | 0.07% | -8.1% |
| Q1 2022 | $367,000 | -5.4% | 6,820 | +99.9% | 0.07% | -9.8% |
| Q4 2021 | $388,000 | +15.5% | 3,412 | +5.7% | 0.08% | +7.9% |
| Q3 2021 | $336,000 | -0.6% | 3,227 | -0.6% | 0.08% | 0.0% |
| Q2 2021 | $338,000 | -3.4% | 3,248 | -11.0% | 0.08% | -15.6% |
| Q1 2021 | $350,000 | +3.9% | 3,650 | -1.4% | 0.09% | -2.2% |
| Q4 2020 | $337,000 | +9.8% | 3,702 | -2.6% | 0.09% | -4.2% |
| Q3 2020 | $307,000 | +8.5% | 3,802 | -0.5% | 0.10% | -9.4% |
| Q2 2020 | $283,000 | +36.7% | 3,822 | +25.4% | 0.11% | +23.3% |
| Q1 2020 | $207,000 | -65.6% | 3,047 | -61.0% | 0.09% | -64.5% |
| Q4 2019 | $601,000 | +13.0% | 7,821 | +4.2% | 0.24% | +1.7% |
| Q3 2019 | $532,000 | +2.7% | 7,507 | +1.8% | 0.24% | -6.7% |
| Q2 2019 | $518,000 | +7.5% | 7,376 | +3.6% | 0.26% | -2.3% |
| Q1 2019 | $482,000 | +21.7% | 7,123 | +7.5% | 0.26% | +6.5% |
| Q4 2018 | $396,000 | -14.7% | 6,625 | -0.6% | 0.24% | +7.9% |
| Q3 2018 | $464,000 | +7.2% | 6,665 | +0.0% | 0.23% | -3.8% |
| Q2 2018 | $433,000 | +5.1% | 6,664 | +2.4% | 0.24% | -17.8% |
| Q1 2018 | $412,000 | +8.4% | 6,508 | +9.2% | 0.29% | +38.0% |
| Q4 2017 | $380,000 | +2.2% | 5,959 | -3.3% | 0.21% | -4.6% |
| Q3 2017 | $372,000 | +5.4% | 6,160 | +3.2% | 0.22% | +0.9% |
| Q2 2017 | $353,000 | +8.3% | 5,967 | +3.0% | 0.22% | -8.9% |
| Q1 2017 | $326,000 | +10.1% | 5,794 | +4.2% | 0.24% | 0.0% |
| Q4 2016 | $296,000 | – | 5,563 | – | 0.24% | – |
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% |