SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,134,653 | -5.7% | 42,187 | -2.4% | 0.06% | -4.8% |
| Q2 2023 | $2,263,592 | +0.7% | 43,223 | -7.0% | 0.06% | -4.5% |
| Q1 2023 | $2,247,664 | -54.8% | 46,468 | -57.8% | 0.07% | -64.3% |
| Q4 2022 | $4,976,125 | +177.4% | 110,213 | +174.4% | 0.18% | +146.7% |
| Q2 2022 | $1,794,000 | +48.4% | 40,168 | +78.9% | 0.08% | +74.4% |
| Q1 2022 | $1,209,000 | +15.0% | 22,457 | +122.2% | 0.04% | +4.9% |
| Q3 2021 | $1,051,000 | +2.8% | 10,106 | +2.8% | 0.04% | -2.4% |
| Q2 2021 | $1,022,000 | -15.7% | 9,834 | -26.2% | 0.04% | -28.8% |
| Q4 2020 | $1,212,000 | -5.0% | 13,321 | -15.8% | 0.06% | -18.1% |
| Q3 2020 | $1,276,000 | +8.7% | 15,830 | -0.1% | 0.07% | 0.0% |
| Q2 2020 | $1,174,000 | -55.7% | 15,840 | -54.0% | 0.07% | -65.7% |
| Q4 2019 | $2,648,000 | -5.1% | 34,469 | -12.4% | 0.21% | -13.9% |
| Q3 2019 | $2,791,000 | +89.0% | 39,350 | +86.9% | 0.24% | +64.9% |
| Q2 2019 | $1,477,000 | +2.1% | 21,049 | -1.6% | 0.15% | -6.3% |
| Q1 2019 | $1,446,000 | -7.7% | 21,384 | -18.5% | 0.16% | +1.3% |
| Q4 2018 | $1,566,000 | +65.0% | 26,233 | +92.3% | 0.16% | +77.3% |
| Q3 2018 | $949,000 | +0.5% | 13,642 | -6.1% | 0.09% | -4.3% |
| Q2 2018 | $944,000 | +1.6% | 14,527 | -1.4% | 0.09% | -1.1% |
| Q1 2018 | $929,000 | -4.4% | 14,732 | -3.3% | 0.09% | -7.0% |
| Q4 2017 | $972,000 | -4.6% | 15,240 | -10.2% | 0.10% | -7.4% |
| Q3 2017 | $1,019,000 | -31.9% | 16,975 | -34.5% | 0.11% | -35.3% |
| Q2 2017 | $1,497,000 | +2.7% | 25,917 | +0.1% | 0.17% | +2.5% |
| Q1 2017 | $1,457,000 | +38.1% | 25,893 | +30.7% | 0.16% | +34.7% |
| Q4 2016 | $1,055,000 | +1.5% | 19,809 | -1.6% | 0.12% | -4.7% |
| Q3 2016 | $1,039,000 | -26.2% | 20,121 | -28.8% | 0.13% | -37.4% |
| Q2 2016 | $1,407,000 | -9.6% | 28,276 | -11.3% | 0.20% | -16.8% |
| Q1 2016 | $1,556,000 | -2.6% | 31,864 | -3.1% | 0.24% | -9.0% |
| Q4 2015 | $1,597,000 | -11.7% | 32,888 | -16.8% | 0.27% | -21.2% |
| Q3 2015 | $1,809,000 | -17.1% | 39,543 | -10.6% | 0.34% | -21.8% |
| Q2 2015 | $2,181,000 | -13.3% | 44,234 | -12.8% | 0.44% | -22.3% |
| Q1 2015 | $2,515,000 | -0.9% | 50,733 | -2.0% | 0.56% | +1.8% |
| Q4 2014 | $2,539,000 | -9.5% | 51,773 | -13.3% | 0.55% | -8.3% |
| Q3 2014 | $2,806,000 | -29.2% | 59,716 | -29.4% | 0.60% | -23.1% |
| Q2 2014 | $3,962,000 | +0.2% | 84,612 | -4.4% | 0.78% | -10.8% |
| Q1 2014 | $3,955,000 | -9.6% | 88,467 | -10.9% | 0.87% | -20.3% |
| Q4 2013 | $4,377,000 | -6.6% | 99,307 | -14.7% | 1.10% | -13.8% |
| Q3 2013 | $4,684,000 | +426.3% | 116,477 | +399.9% | 1.27% | -47.8% |
| Q2 2013 | $890,000 | – | 23,298 | – | 2.44% | – |
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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% |