SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,565,000 | -9.2% | 36,945 | -4.2% | 0.58% | -7.8% |
| Q2 2022 | $1,723,000 | -15.8% | 38,573 | +1.5% | 0.63% | -3.7% |
| Q1 2022 | $2,047,000 | -10.1% | 38,017 | +89.9% | 0.65% | -32.3% |
| Q4 2021 | $2,278,000 | -3.6% | 20,017 | -11.9% | 0.96% | -11.2% |
| Q3 2021 | $2,364,000 | -15.1% | 22,725 | -15.1% | 1.08% | -13.7% |
| Q2 2021 | $2,784,000 | +0.2% | 26,781 | -7.6% | 1.26% | -6.7% |
| Q1 2021 | $2,778,000 | +1118.4% | 28,982 | +1055.6% | 1.35% | +563.5% |
| Q4 2020 | $228,000 | -99.9% | 2,508 | +7.6% | 0.20% | +81.2% |
| Q2 2020 | $172,727,000 | +5511.7% | 2,331 | -95.4% | 0.11% | -96.3% |
| Q1 2020 | $3,078,000 | +980.0% | 50,267 | +1252.0% | 2.99% | +1344.0% |
| Q4 2019 | $285,000 | +32.6% | 3,718 | +22.7% | 0.21% | +18.3% |
| Q3 2019 | $215,000 | -40.8% | 3,029 | -41.5% | 0.18% | -35.9% |
| Q2 2019 | $363,000 | -93.2% | 5,177 | -93.4% | 0.27% | -92.2% |
| Q1 2019 | $5,331,000 | -51.7% | 78,755 | -53.7% | 3.50% | -57.4% |
| Q3 2018 | $11,043,000 | -12.2% | 169,915 | -8.1% | 8.23% | -0.4% |
| Q2 2018 | $12,583,000 | +17.7% | 184,813 | +10.1% | 8.26% | +2.5% |
| Q1 2018 | $10,694,000 | -15.5% | 167,916 | -11.0% | 8.06% | -6.3% |
| Q4 2017 | $12,658,000 | – | 188,652 | – | 8.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
| Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
| Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
| Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
| Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
| Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
| APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
| Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
| BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
| MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |