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 2023 | $245,352 | -3.4% | 4,849 | 0.0% | 0.08% | +2.7% |
| Q2 2023 | $253,935 | +8.1% | 4,849 | -0.1% | 0.08% | +2.7% |
| Q1 2023 | $234,878 | +7.1% | 4,856 | 0.0% | 0.07% | +4.3% |
| Q4 2022 | $219,242 | +6.6% | 4,856 | 0.0% | 0.07% | -4.1% |
| Q3 2022 | $205,646 | -44.6% | 4,856 | -41.6% | 0.07% | -42.1% |
| Q2 2022 | $371,348 | +272.8% | 8,315 | +349.5% | 0.13% | +306.5% |
| Q1 2022 | $99,623 | +15.2% | 1,850 | +143.4% | 0.03% | +14.8% |
| Q4 2021 | $86,503 | +9.4% | 760 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $79,063 | +0.1% | 760 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $79,017 | -52.7% | 760 | -72.8% | 0.03% | -77.5% |
| Q4 2018 | $167,041 | -25.2% | 2,798 | -33.3% | 0.13% | -38.3% |
| Q4 2016 | $223,426 | – | 4,195 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |