SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $296,971 | -18.0% | 5,869 | -15.1% | 0.22% | -13.0% |
Q2 2023 | $362,086 | +0.7% | 6,914 | -7.0% | 0.25% | +4.5% |
Q1 2023 | $359,728 | -94.2% | 7,437 | +1.1% | 0.24% | -43.9% |
Q4 2022 | $6,234,042 | +2634.2% | 7,353 | +36.3% | 0.43% | +231.5% |
Q3 2022 | $228,000 | +11.2% | 5,393 | +17.4% | 0.13% | +27.5% |
Q2 2022 | $205,000 | -19.0% | 4,592 | -2.2% | 0.10% | -8.1% |
Q1 2022 | $253,000 | -27.1% | 4,694 | +54.1% | 0.11% | -25.0% |
Q4 2021 | $347,000 | +5.8% | 3,047 | -3.3% | 0.15% | +1.4% |
Q3 2021 | $328,000 | -4.7% | 3,151 | -4.9% | 0.15% | -2.7% |
Q2 2021 | $344,000 | +4.2% | 3,312 | -3.6% | 0.15% | +2.7% |
Q1 2021 | $330,000 | -7.8% | 3,434 | -12.7% | 0.15% | -22.8% |
Q4 2020 | $358,000 | +13.7% | 3,932 | +0.6% | 0.19% | +7.4% |
Q3 2020 | $315,000 | +8.6% | 3,907 | 0.0% | 0.18% | +15.0% |
Q2 2020 | $290,000 | +25.0% | 3,907 | +3.1% | 0.15% | +11.7% |
Q1 2020 | $232,000 | -20.0% | 3,791 | +0.5% | 0.14% | +24.5% |
Q4 2019 | $290,000 | +6.2% | 3,772 | -1.9% | 0.11% | +8.9% |
Q3 2019 | $273,000 | -1.4% | 3,845 | -2.5% | 0.10% | +1.0% |
Q2 2019 | $277,000 | +3.7% | 3,944 | 0.0% | 0.10% | -2.9% |
Q1 2019 | $267,000 | +23.0% | 3,944 | +8.5% | 0.10% | +19.8% |
Q4 2018 | $217,000 | -9.2% | 3,635 | +5.7% | 0.09% | +3.6% |
Q3 2018 | $239,000 | +15.5% | 3,440 | +4.7% | 0.08% | +20.3% |
Q1 2018 | $207,000 | -5.9% | 3,285 | -4.7% | 0.07% | -6.8% |
Q4 2017 | $220,000 | +2.3% | 3,448 | -3.9% | 0.07% | +2.8% |
Q3 2017 | $215,000 | +3.9% | 3,589 | 0.0% | 0.07% | -4.0% |
Q2 2017 | $207,000 | +1.5% | 3,589 | -1.2% | 0.08% | -2.6% |
Q1 2017 | $204,000 | – | 3,633 | – | 0.08% | – |
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% |