SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,221,585 | +12.2% | 24,142 | +16.2% | 0.05% | +15.0% |
| Q2 2023 | $1,088,406 | -12.0% | 20,783 | -18.7% | 0.04% | -16.7% |
| Q1 2023 | $1,236,144 | -86.4% | 25,556 | -87.3% | 0.05% | -87.0% |
| Q4 2022 | $9,070,454 | +783.2% | 200,896 | +728.5% | 0.37% | +687.2% |
| Q3 2022 | $1,027,000 | +61.0% | 24,248 | +69.7% | 0.05% | +67.9% |
| Q2 2022 | $638,000 | -16.4% | 14,292 | +0.8% | 0.03% | 0.0% |
| Q1 2022 | $763,000 | -75.7% | 14,178 | -48.6% | 0.03% | -75.2% |
| Q4 2021 | $3,137,000 | +103.3% | 27,557 | +85.8% | 0.11% | +76.6% |
| Q3 2021 | $1,543,000 | +7.7% | 14,832 | +7.6% | 0.06% | +10.3% |
| Q2 2021 | $1,433,000 | +53.8% | 13,784 | +42.1% | 0.06% | +38.1% |
| Q1 2021 | $932,000 | -29.0% | 9,703 | -32.7% | 0.04% | -33.3% |
| Q4 2020 | $1,312,000 | +80.2% | 14,427 | +59.9% | 0.06% | +53.7% |
| Q3 2020 | $728,000 | -32.0% | 9,024 | -37.5% | 0.04% | -34.9% |
| Q2 2020 | $1,070,000 | +0.8% | 14,443 | -16.6% | 0.06% | -13.7% |
| Q1 2020 | $1,061,000 | -97.3% | 17,322 | -96.6% | 0.07% | -96.7% |
| Q4 2019 | $39,489,000 | +8.5% | 514,113 | +0.2% | 2.24% | +1.2% |
| Q3 2019 | $36,394,000 | +5091.7% | 513,097 | +5038.2% | 2.21% | +4237.3% |
| Q2 2019 | $701,000 | -90.4% | 9,986 | -90.7% | 0.05% | -90.6% |
| Q1 2019 | $7,273,000 | -44.9% | 107,574 | -51.3% | 0.54% | -46.4% |
| Q4 2018 | $13,188,000 | +4678.3% | 220,900 | +5472.7% | 1.02% | +4975.0% |
| Q3 2018 | $276,000 | +38.0% | 3,964 | +28.7% | 0.02% | +33.3% |
| Q2 2018 | $200,000 | -92.0% | 3,079 | -92.2% | 0.02% | -92.4% |
| Q1 2018 | $2,494,000 | -57.4% | 39,544 | -56.9% | 0.20% | -57.1% |
| Q4 2017 | $5,848,000 | – | 91,687 | – | 0.46% | – |
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% |