SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $21,815,000 | +3.9% | 209,703 | +3.8% | 1.27% | +2.2% |
Q2 2021 | $21,006,000 | +11.8% | 202,043 | +3.2% | 1.24% | +5.3% |
Q1 2021 | $18,796,000 | +8.3% | 195,731 | +2.5% | 1.18% | +5.9% |
Q4 2020 | $17,360,000 | +26.3% | 190,873 | +12.0% | 1.11% | +8.3% |
Q3 2020 | $13,746,000 | +29.2% | 170,483 | +18.8% | 1.03% | +23.4% |
Q2 2020 | $10,637,000 | +52.0% | 143,555 | +25.7% | 0.83% | +22.0% |
Q1 2020 | $6,996,000 | -8.9% | 114,219 | +14.3% | 0.68% | +2.6% |
Q4 2019 | $7,678,000 | +12.5% | 99,965 | +3.9% | 0.66% | +8.3% |
Q3 2019 | $6,822,000 | +2.7% | 96,183 | +1.6% | 0.61% | -2.8% |
Q2 2019 | $6,644,000 | +13.2% | 94,654 | +9.0% | 0.63% | +9.5% |
Q1 2019 | $5,871,000 | +3.3% | 86,832 | -8.8% | 0.58% | -7.4% |
Q4 2018 | $5,681,000 | +50.2% | 95,160 | +75.0% | 0.62% | +74.0% |
Q3 2018 | $3,782,000 | +20.2% | 54,371 | +12.3% | 0.36% | +13.3% |
Q2 2018 | $3,146,000 | +19.0% | 48,401 | +15.5% | 0.32% | +12.9% |
Q1 2018 | $2,644,000 | -11.2% | 41,920 | -10.2% | 0.28% | -8.2% |
Q4 2017 | $2,977,000 | +31.7% | 46,670 | +23.9% | 0.30% | +21.0% |
Q3 2017 | $2,261,000 | +18741.7% | 37,655 | +18727.5% | 0.25% | +25100.0% |
Q2 2017 | $12,000 | – | 200 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |