SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639 | -3.5% | 12,634 | 0.0% | 0.12% | -1.7% |
| Q2 2023 | $662 | +8.5% | 12,634 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $610 | +4.3% | 12,634 | -1.2% | 0.12% | -2.5% |
| Q4 2022 | $585 | -99.9% | 12,786 | 0.0% | 0.12% | -11.7% |
| Q3 2022 | $550,000 | -4.0% | 12,786 | +1.2% | 0.14% | -6.2% |
| Q2 2022 | $573,000 | -56.8% | 12,634 | -49.3% | 0.15% | -40.4% |
| Q1 2022 | $1,326,000 | -7.1% | 24,906 | +99.5% | 0.24% | -6.5% |
| Q4 2021 | $1,428,000 | +8.8% | 12,487 | +0.1% | 0.26% | -4.7% |
| Q3 2021 | $1,313,000 | -7.7% | 12,478 | -8.8% | 0.28% | -10.4% |
| Q2 2021 | $1,422,000 | -21.0% | 13,676 | -27.1% | 0.31% | -28.4% |
| Q1 2021 | $1,801,000 | -8.3% | 18,759 | -13.1% | 0.43% | -14.2% |
| Q4 2020 | $1,964,000 | +3.5% | 21,597 | -6.8% | 0.50% | -9.3% |
| Q3 2020 | $1,897,000 | +3.9% | 23,168 | -6.0% | 0.55% | -5.2% |
| Q2 2020 | $1,826,000 | +15.5% | 24,646 | -4.5% | 0.58% | -8.8% |
| Q1 2020 | $1,581,000 | -17.6% | 25,810 | +3.4% | 0.64% | -9.8% |
| Q4 2019 | $1,918,000 | +11.1% | 24,973 | -0.4% | 0.71% | -6.1% |
| Q3 2019 | $1,726,000 | -25.8% | 25,073 | -23.8% | 0.75% | -26.3% |
| Q2 2019 | $2,327,000 | +6.0% | 32,904 | +1.4% | 1.02% | -17.1% |
| Q1 2019 | $2,195,000 | +18.3% | 32,463 | +4.5% | 1.23% | -2.9% |
| Q4 2018 | $1,855,000 | -22.5% | 31,077 | -9.7% | 1.27% | -18.3% |
| Q3 2018 | $2,393,000 | – | 34,405 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |