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 | $9,622,501 | -3.5% | 190,168 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $9,974,547 | +8.0% | 190,463 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $9,236,590 | +81.7% | 190,957 | +69.6% | 0.00% | +100.0% |
| Q4 2022 | $5,083,168 | +3.2% | 112,584 | -3.2% | 0.00% | 0.0% |
| Q3 2022 | $4,925,000 | -5.5% | 116,294 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $5,213,000 | -17.6% | 116,733 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $6,323,000 | -7.5% | 117,418 | +95.5% | 0.00% | 0.0% |
| Q4 2021 | $6,835,000 | +215.4% | 60,053 | +188.4% | 0.00% | – |
| Q3 2021 | $2,167,000 | +1.1% | 20,826 | +1.0% | 0.00% | – |
| Q2 2021 | $2,144,000 | +86.9% | 20,626 | +72.7% | 0.00% | – |
| Q1 2021 | $1,147,000 | +10.4% | 11,942 | +4.5% | 0.00% | – |
| Q4 2020 | $1,039,000 | +22.8% | 11,426 | +8.9% | 0.00% | – |
| Q3 2020 | $846,000 | +8.0% | 10,491 | -0.8% | 0.00% | – |
| Q2 2020 | $783,000 | +5.5% | 10,572 | -12.8% | 0.00% | – |
| Q1 2020 | $742,000 | -30.2% | 12,118 | -12.4% | 0.00% | – |
| Q4 2019 | $1,063,000 | +52.3% | 13,834 | +40.7% | 0.00% | – |
| Q3 2019 | $698,000 | -6.9% | 9,834 | -8.0% | 0.00% | – |
| Q2 2019 | $750,000 | -11.1% | 10,685 | -14.4% | 0.00% | – |
| Q1 2019 | $844,000 | +28.5% | 12,485 | +13.4% | 0.00% | – |
| Q4 2018 | $657,000 | -16.0% | 11,012 | -2.1% | 0.00% | – |
| Q3 2018 | $782,000 | +7.0% | 11,248 | 0.0% | 0.00% | – |
| Q2 2018 | $731,000 | +3.0% | 11,248 | 0.0% | 0.00% | – |
| Q1 2018 | $710,000 | -1.0% | 11,248 | 0.0% | 0.00% | – |
| Q4 2017 | $717,000 | +67.1% | 11,248 | +57.4% | 0.00% | – |
| Q3 2017 | $429,000 | +10.9% | 7,148 | +6.8% | 0.00% | – |
| Q2 2017 | $387,000 | -4.4% | 6,695 | -6.9% | 0.00% | – |
| Q1 2017 | $405,000 | – | 7,195 | – | 0.00% | – |
Download | ||||||
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% |