SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,727,000 | +4.9% | 93,506 | +4.8% | 5.88% | +9.7% |
| Q2 2021 | $9,277,000 | +10.3% | 89,231 | +1.9% | 5.36% | +2.7% |
| Q1 2021 | $8,409,000 | +62.4% | 87,571 | +36.3% | 5.22% | +34.6% |
| Q4 2020 | $5,179,000 | -0.8% | 64,230 | 0.0% | 3.88% | -0.2% |
| Q3 2020 | $5,219,000 | +27.7% | 64,230 | +16.4% | 3.89% | +4.2% |
| Q2 2020 | $4,088,000 | -41.1% | 55,175 | -46.4% | 3.73% | -42.9% |
| Q1 2020 | $6,943,000 | -36.3% | 102,863 | -27.3% | 6.53% | -17.6% |
| Q4 2019 | $10,899,000 | +35.7% | 141,400 | +24.9% | 7.92% | +8.3% |
| Q3 2019 | $8,033,000 | +16.4% | 113,250 | +17.0% | 7.32% | +15.3% |
| Q2 2019 | $6,903,000 | +21.9% | 96,820 | +17.2% | 6.35% | +11.4% |
| Q1 2019 | $5,663,000 | +100.9% | 82,585 | +79.6% | 5.70% | +47.4% |
| Q4 2018 | $2,819,000 | +348.2% | 45,980 | +372.6% | 3.87% | +382.2% |
| Q3 2018 | $629,000 | -8.7% | 9,730 | -8.3% | 0.80% | +0.6% |
| Q2 2018 | $689,000 | -43.5% | 10,608 | -45.1% | 0.80% | -16.5% |
| Q1 2018 | $1,219,000 | -8.8% | 19,326 | -2.7% | 0.95% | -0.3% |
| Q4 2017 | $1,337,000 | – | 19,864 | – | 0.96% | – |
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% |