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 | $110,308 | -3.4% | 2,180 | 0.0% | 0.08% | +3.9% |
| Q2 2023 | $114,167 | +8.3% | 2,180 | 0.0% | 0.08% | +2.7% |
| Q1 2023 | $105,447 | +7.1% | 2,180 | 0.0% | 0.07% | +5.7% |
| Q4 2022 | $98,427 | +7.0% | 2,180 | 0.0% | 0.07% | -4.1% |
| Q3 2022 | $92,000 | -5.2% | 2,180 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $97,000 | -17.1% | 2,180 | 0.0% | 0.07% | +5.9% |
| Q1 2022 | $117,000 | -5.6% | 2,180 | +100.0% | 0.07% | +4.6% |
| Q4 2021 | $124,000 | +9.7% | 1,090 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $113,000 | +15.3% | 1,090 | +15.3% | 0.06% | +18.2% |
| Q2 2021 | $98,000 | +7.7% | 945 | 0.0% | 0.06% | -6.8% |
| Q1 2021 | $91,000 | +193.5% | 945 | +177.9% | 0.06% | +168.2% |
| Q4 2020 | $31,000 | +14.8% | 340 | 0.0% | 0.02% | -12.0% |
| Q3 2020 | $27,000 | +8.0% | 340 | 0.0% | 0.02% | -10.7% |
| Q2 2020 | $25,000 | -3.8% | 340 | -19.0% | 0.03% | -15.2% |
| Q1 2020 | $26,000 | -18.8% | 420 | 0.0% | 0.03% | +22.2% |
| Q4 2019 | $32,000 | +6.7% | 420 | 0.0% | 0.03% | -6.9% |
| Q3 2019 | $30,000 | +11.1% | 420 | +9.1% | 0.03% | +11.5% |
| Q2 2019 | $27,000 | +17.4% | 385 | +14.9% | 0.03% | +8.3% |
| Q1 2019 | $23,000 | +91.7% | 335 | +67.5% | 0.02% | +60.0% |
| Q4 2018 | $12,000 | – | 200 | – | 0.02% | – |
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% |