SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,899,684 | +5.9% | 86,372 | -0.7% | 0.34% | -2.0% |
| Q3 2022 | $3,684,000 | -5.4% | 86,998 | -0.3% | 0.35% | -3.3% |
| Q2 2022 | $3,896,000 | -16.4% | 87,231 | +0.9% | 0.36% | -10.0% |
| Q1 2022 | $4,658,000 | +36.9% | 86,492 | +189.4% | 0.40% | +4.7% |
| Q4 2021 | $3,402,000 | -25.9% | 29,890 | -32.2% | 0.38% | -14.9% |
| Q3 2021 | $4,588,000 | -0.5% | 44,104 | -0.6% | 0.45% | -7.0% |
| Q2 2021 | $4,612,000 | +7.2% | 44,363 | -1.0% | 0.48% | -2.6% |
| Q1 2021 | $4,301,000 | +4.9% | 44,790 | -0.7% | 0.50% | -5.0% |
| Q4 2020 | $4,102,000 | +8.4% | 45,101 | -3.9% | 0.52% | -8.9% |
| Q3 2020 | $3,784,000 | +1.4% | 46,930 | -6.8% | 0.58% | -10.9% |
| Q2 2020 | $3,731,000 | +18.2% | 50,349 | -2.3% | 0.64% | -9.3% |
| Q1 2020 | $3,156,000 | -1.0% | 51,523 | +24.2% | 0.71% | +17.9% |
| Q4 2019 | $3,188,000 | +0.8% | 41,499 | -7.0% | 0.60% | -11.1% |
| Q3 2019 | $3,164,000 | +4.2% | 44,601 | +3.1% | 0.68% | -0.3% |
| Q2 2019 | $3,037,000 | +15.4% | 43,268 | +11.2% | 0.68% | -6.6% |
| Q1 2019 | $2,632,000 | +232.3% | 38,924 | +242.0% | 0.73% | +193.5% |
| Q3 2018 | $792,000 | +13.0% | 11,380 | +5.5% | 0.25% | 0.0% |
| Q2 2018 | $701,000 | +20.4% | 10,787 | +16.9% | 0.25% | +12.2% |
| Q1 2018 | $582,000 | +15.0% | 9,229 | +16.3% | 0.22% | +11.6% |
| Q4 2017 | $506,000 | – | 7,935 | – | 0.20% | – |
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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% |