SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,090 | -7.9% | 11,899 | -4.6% | 0.22% | -3.6% |
| Q2 2023 | $653,520 | +8.5% | 12,479 | +0.2% | 0.22% | 0.0% |
| Q1 2023 | $602,424 | +7.3% | 12,454 | +0.2% | 0.22% | -4.3% |
| Q4 2022 | $561,183 | +6.9% | 12,429 | +0.2% | 0.24% | -4.9% |
| Q3 2022 | $525,000 | -4.9% | 12,400 | +0.2% | 0.25% | -5.4% |
| Q2 2022 | $552,000 | +152.1% | 12,372 | +292.3% | 0.26% | +59.1% |
| Q3 2018 | $219,000 | +19.7% | 3,154 | +11.9% | 0.16% | +0.6% |
| Q2 2018 | $183,000 | +161.4% | 2,818 | +155.9% | 0.16% | +158.7% |
| Q4 2017 | $70,000 | – | 1,101 | – | 0.06% | – |
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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% |