SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $51 | -3.8% | 1,012 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $53 | +8.2% | 1,012 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $49 | +6.5% | 1,012 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $46 | -99.9% | 1,012 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $43,000 | -4.4% | 1,012 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $45,000 | -16.7% | 1,012 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $54,000 | -6.9% | 1,012 | +100.0% | 0.00% | -25.0% |
Q4 2021 | $58,000 | +9.4% | 506 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $53,000 | 0.0% | 506 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $53,000 | +8.2% | 506 | 0.0% | 0.00% | +33.3% |
Q1 2021 | $49,000 | +6.5% | 506 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $46,000 | +12.2% | 506 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $41,000 | +10.8% | 506 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $37,000 | +19.4% | 506 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $31,000 | -20.5% | 506 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $39,000 | +8.3% | 506 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $36,000 | 0.0% | 506 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $36,000 | +5.9% | 506 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $34,000 | +13.3% | 506 | 0.0% | 0.00% | +33.3% |
Q4 2018 | $30,000 | -14.3% | 506 | 0.0% | 0.00% | -25.0% |
Q3 2018 | $35,000 | +6.1% | 506 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $33,000 | +3.1% | 506 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $32,000 | 0.0% | 506 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $32,000 | +6.7% | 506 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $30,000 | +3.4% | 506 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $29,000 | +3.6% | 506 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $28,000 | +3.7% | 506 | 0.0% | 0.00% | -20.0% |
Q4 2016 | $27,000 | +3.8% | 506 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $26,000 | +4.0% | 506 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $25,000 | +8.7% | 506 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $23,000 | -8.0% | 506 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $25,000 | +4.2% | 506 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $24,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $24,000 | – | 506 | – | 0.01% | – |
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% |