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 | $6,664,932 | +7.6% | 131,718 | +11.4% | 2.18% | +14.1% |
| Q2 2023 | $6,191,331 | +16.0% | 118,223 | +7.1% | 1.91% | +18.3% |
| Q1 2023 | $5,339,630 | +7.9% | 110,391 | +2.2% | 1.61% | +31.4% |
| Q4 2022 | $4,949,284 | +5.3% | 108,063 | -1.1% | 1.23% | -3.2% |
| Q3 2022 | $4,698,000 | +11.8% | 109,221 | +16.1% | 1.27% | +16.0% |
| Q2 2022 | $4,201,000 | -6.4% | 94,066 | -0.3% | 1.09% | -6.3% |
| Q1 2022 | $4,486,000 | -14.9% | 94,313 | +103.7% | 1.17% | -4.3% |
| Q4 2021 | $5,271,000 | +13.1% | 46,306 | +3.4% | 1.22% | +21.0% |
| Q3 2021 | $4,660,000 | +2.0% | 44,798 | +6.0% | 1.01% | +10.0% |
| Q2 2021 | $4,569,000 | +7.9% | 42,269 | +0.5% | 0.92% | +9.4% |
| Q1 2021 | $4,236,000 | +17.3% | 42,053 | +5.9% | 0.84% | +8.5% |
| Q4 2020 | $3,611,000 | +10.9% | 39,699 | +5.1% | 0.77% | +6.8% |
| Q3 2020 | $3,256,000 | +5.6% | 37,763 | -0.7% | 0.72% | +12.6% |
| Q2 2020 | $3,083,000 | +73.8% | 38,032 | +31.3% | 0.64% | +60.5% |
| Q1 2020 | $1,774,000 | -1.2% | 28,969 | +23.9% | 0.40% | -7.8% |
| Q4 2019 | $1,795,000 | +14.7% | 23,375 | +6.0% | 0.43% | +17.0% |
| Q3 2019 | $1,565,000 | +0.7% | 22,061 | -0.3% | 0.37% | -8.6% |
| Q2 2019 | $1,554,000 | +4.9% | 22,134 | +1.1% | 0.41% | -1.5% |
| Q1 2019 | $1,481,000 | +20.9% | 21,904 | +6.8% | 0.41% | -22.0% |
| Q4 2018 | $1,225,000 | -60.4% | 20,515 | -53.8% | 0.53% | -35.5% |
| Q3 2018 | $3,090,000 | +125.5% | 44,416 | +110.7% | 0.82% | -27.2% |
| Q2 2018 | $1,370,000 | +3.9% | 21,080 | +0.9% | 1.12% | +14.2% |
| Q1 2018 | $1,318,000 | +16.9% | 20,888 | +18.2% | 0.98% | +4.1% |
| Q4 2017 | $1,127,000 | +232.4% | 17,670 | +213.3% | 0.95% | -35.0% |
| Q3 2017 | $339,000 | – | 5,640 | – | 1.46% | – |
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% |