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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $784,000 | -59.1% | 14,564 | -13.5% | 0.00% | -100.0% |
Q4 2021 | $1,917,000 | +275.1% | 16,839 | +242.7% | 0.00% | – |
Q3 2021 | $511,000 | +12.8% | 4,913 | +12.8% | 0.00% | – |
Q2 2021 | $453,000 | +89.5% | 4,357 | +75.3% | 0.00% | – |
Q1 2021 | $239,000 | -43.8% | 2,485 | -46.8% | 0.00% | – |
Q4 2020 | $425,000 | -64.8% | 4,673 | -76.3% | 0.00% | -100.0% |
Q1 2020 | $1,206,000 | -46.3% | 19,694 | -32.6% | 0.00% | -50.0% |
Q4 2019 | $2,244,000 | -9.0% | 29,212 | -16.0% | 0.00% | 0.0% |
Q3 2019 | $2,465,000 | -14.6% | 34,757 | -15.4% | 0.00% | 0.0% |
Q2 2019 | $2,885,000 | -26.9% | 41,108 | -29.6% | 0.00% | -33.3% |
Q1 2019 | $3,948,000 | -87.5% | 58,396 | -88.9% | 0.00% | -90.3% |
Q4 2018 | $31,508,000 | +299.2% | 527,779 | +365.2% | 0.03% | +342.9% |
Q3 2018 | $7,892,000 | +8.4% | 113,454 | +1.3% | 0.01% | 0.0% |
Q2 2018 | $7,282,000 | +414.6% | 112,049 | +405.2% | 0.01% | +600.0% |
Q4 2017 | $1,415,000 | -35.7% | 22,178 | -46.4% | 0.00% | -66.7% |
Q4 2016 | $2,202,000 | – | 41,351 | – | 0.00% | – |
Download |
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% |