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 | $31,798,383 | -2.5% | 628,427 | +0.9% | 19.04% | +0.1% |
| Q2 2023 | $32,611,770 | +13.7% | 622,719 | +5.0% | 19.01% | +9.1% |
| Q1 2023 | $28,676,277 | +1.4% | 592,853 | -5.3% | 17.43% | +1.0% |
| Q4 2022 | $28,279,591 | +12.8% | 626,348 | +5.8% | 17.26% | +6.4% |
| Q3 2022 | $25,067,000 | +1.5% | 591,910 | +7.1% | 16.23% | +14.9% |
| Q2 2022 | $24,693,000 | -11.6% | 552,903 | +6.6% | 14.13% | +6.4% |
| Q1 2022 | $27,931,000 | +2.7% | 518,690 | +117.1% | 13.28% | +8.6% |
| Q4 2021 | $27,196,000 | +21.0% | 238,942 | +10.6% | 12.22% | +20.6% |
| Q3 2021 | $22,475,000 | +11.5% | 216,047 | +11.5% | 10.14% | +8.2% |
| Q2 2021 | $20,154,000 | +4.6% | 193,841 | -3.4% | 9.37% | +3.8% |
| Q1 2021 | $19,263,000 | +8.3% | 200,595 | +2.6% | 9.03% | +3.8% |
| Q4 2020 | $17,782,000 | +5.3% | 195,512 | -6.7% | 8.70% | -4.6% |
| Q3 2020 | $16,891,000 | +6.2% | 209,492 | -2.4% | 9.12% | -12.6% |
| Q2 2020 | $15,908,000 | +21.0% | 214,677 | -0.0% | 10.44% | -0.4% |
| Q1 2020 | $13,151,000 | -48.7% | 214,705 | -35.7% | 10.48% | -29.5% |
| Q4 2019 | $25,659,000 | +6.5% | 334,063 | -1.7% | 14.86% | -13.4% |
| Q3 2019 | $24,098,000 | -7.7% | 339,747 | -8.7% | 17.16% | -13.8% |
| Q2 2019 | $26,105,000 | -6.5% | 371,924 | -9.9% | 19.90% | -9.5% |
| Q1 2019 | $27,913,000 | +13.5% | 412,857 | +0.2% | 22.00% | +0.5% |
| Q4 2018 | $24,588,000 | -15.5% | 411,864 | -1.6% | 21.88% | +9.5% |
| Q3 2018 | $29,101,000 | +18.2% | 418,360 | +10.5% | 19.97% | +15.3% |
| Q2 2018 | $24,611,000 | +6.0% | 378,685 | +2.9% | 17.33% | +1.5% |
| Q1 2018 | $23,210,000 | -1.2% | 367,944 | -0.1% | 17.07% | +5.3% |
| Q4 2017 | $23,491,000 | +6.4% | 368,306 | +0.2% | 16.20% | -4.0% |
| Q3 2017 | $22,070,000 | +1.0% | 367,596 | -2.8% | 16.88% | -5.7% |
| Q2 2017 | $21,852,000 | -0.9% | 378,261 | -3.5% | 17.91% | -3.6% |
| Q1 2017 | $22,046,000 | -9.6% | 391,796 | -14.5% | 18.58% | -16.3% |
| Q4 2016 | $24,398,000 | – | 458,094 | – | 22.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |