SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $954,721 | +3.4% | 18,868 | +7.0% | 0.12% | +11.4% |
| Q2 2023 | $923,761 | +18.8% | 17,639 | +9.8% | 0.10% | +15.4% |
| Q1 2023 | $777,312 | +139.2% | 16,070 | +121.0% | 0.09% | -49.4% |
| Q2 2022 | $325,000 | -45.2% | 7,273 | +17.8% | 0.18% | +146.6% |
| Q1 2021 | $593,000 | +5.5% | 6,172 | -0.1% | 0.07% | -3.9% |
| Q4 2020 | $562,000 | -6.5% | 6,180 | -17.1% | 0.08% | -15.6% |
| Q3 2020 | $601,000 | +6.6% | 7,454 | -2.1% | 0.09% | 0.0% |
| Q2 2020 | $564,000 | +35.6% | 7,617 | +12.2% | 0.09% | +13.9% |
| Q1 2020 | $416,000 | -28.0% | 6,791 | -9.7% | 0.08% | -2.5% |
| Q4 2019 | $578,000 | -18.2% | 7,524 | -24.5% | 0.08% | -25.0% |
| Q3 2019 | $707,000 | +24.0% | 9,972 | +22.7% | 0.11% | +31.7% |
| Q2 2019 | $570,000 | -3.1% | 8,127 | -6.5% | 0.08% | -7.9% |
| Q1 2019 | $588,000 | -14.2% | 8,691 | -24.3% | 0.09% | -27.6% |
| Q4 2018 | $685,000 | -12.6% | 11,474 | -4.9% | 0.12% | -9.6% |
| Q2 2018 | $784,000 | +5.0% | 12,064 | +1.9% | 0.14% | +3.0% |
| Q1 2018 | $747,000 | +0.9% | 11,840 | +2.0% | 0.13% | +5.6% |
| Q4 2017 | $740,000 | +10.4% | 11,603 | +4.0% | 0.12% | +9.6% |
| Q3 2017 | $670,000 | +0.9% | 11,156 | -3.0% | 0.11% | -1.7% |
| Q2 2017 | $664,000 | +5.1% | 11,501 | +2.4% | 0.12% | +0.9% |
| Q1 2017 | $632,000 | +5.0% | 11,234 | -0.7% | 0.12% | +2.7% |
| Q4 2016 | $602,000 | +2.9% | 11,310 | -0.2% | 0.11% | +6.7% |
| Q3 2016 | $585,000 | +6.6% | 11,335 | +2.7% | 0.10% | +5.0% |
| Q2 2016 | $549,000 | +4.4% | 11,033 | +2.4% | 0.10% | -1.0% |
| Q1 2016 | $526,000 | -5.7% | 10,770 | -6.3% | 0.10% | -8.2% |
| Q4 2015 | $558,000 | +5.7% | 11,496 | -0.3% | 0.11% | +1.9% |
| Q3 2015 | $528,000 | -9.3% | 11,533 | -2.3% | 0.11% | +4.9% |
| Q2 2015 | $582,000 | -16.5% | 11,808 | -16.0% | 0.10% | -17.6% |
| Q1 2015 | $697,000 | -9.8% | 14,053 | -10.8% | 0.12% | -13.2% |
| Q4 2014 | $773,000 | -1.5% | 15,755 | -5.7% | 0.14% | -2.7% |
| Q3 2014 | $785,000 | -22.1% | 16,700 | -22.4% | 0.15% | -22.5% |
| Q2 2014 | $1,008,000 | -37.9% | 21,515 | -40.7% | 0.19% | -41.6% |
| Q1 2014 | $1,622,000 | -24.9% | 36,280 | -26.0% | 0.33% | -25.5% |
| Q4 2013 | $2,161,000 | +60.8% | 49,015 | +46.6% | 0.44% | +47.3% |
| Q3 2013 | $1,344,000 | – | 33,430 | – | 0.30% | – |
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% |