SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,421,994 | +5.1% | 68,825 | +1.5% | 0.28% | +2.2% |
Q1 2024 | $4,207,160 | +11.2% | 67,792 | +1.1% | 0.27% | +1.5% |
Q4 2023 | $3,783,181 | +23.0% | 67,078 | +10.4% | 0.27% | +15.1% |
Q3 2023 | $3,074,878 | +3.6% | 60,768 | +7.2% | 0.23% | +6.4% |
Q2 2023 | $2,967,922 | +9.1% | 56,672 | +0.8% | 0.22% | +3.3% |
Q1 2023 | $2,720,755 | +12.3% | 56,249 | +4.8% | 0.21% | +6.0% |
Q4 2022 | $2,422,764 | +5.6% | 53,660 | -1.0% | 0.20% | +1.5% |
Q3 2022 | $2,295,000 | -3.1% | 54,186 | +2.1% | 0.20% | +1.6% |
Q2 2022 | $2,369,000 | -15.9% | 53,046 | +1.5% | 0.19% | -4.5% |
Q1 2022 | $2,816,000 | -5.0% | 52,284 | +100.8% | 0.20% | -2.4% |
Q4 2021 | $2,964,000 | +7.0% | 26,042 | -2.2% | 0.21% | +1.0% |
Q3 2021 | $2,771,000 | -1.9% | 26,636 | -2.0% | 0.20% | -3.3% |
Q2 2021 | $2,825,000 | +4.1% | 27,169 | -3.9% | 0.21% | -3.6% |
Q1 2021 | $2,714,000 | +5.2% | 28,265 | -0.4% | 0.22% | -0.9% |
Q4 2020 | $2,581,000 | +86.2% | 28,377 | +65.0% | 0.22% | -17.8% |
Q3 2020 | $1,386,000 | -37.9% | 17,194 | -43.0% | 0.27% | +13.9% |
Q2 2020 | $2,233,000 | +18.4% | 30,139 | -2.1% | 0.24% | -1.2% |
Q1 2020 | $1,886,000 | -22.1% | 30,792 | -2.3% | 0.24% | -5.5% |
Q4 2019 | $2,421,000 | +9.3% | 31,521 | +0.9% | 0.25% | +0.8% |
Q3 2019 | $2,216,000 | +0.5% | 31,236 | -0.6% | 0.25% | -2.7% |
Q2 2019 | $2,205,000 | +7.0% | 31,419 | +3.1% | 0.26% | +2.8% |
Q1 2019 | $2,060,000 | +19.0% | 30,463 | +5.1% | 0.25% | +4.6% |
Q4 2018 | $1,731,000 | -5.9% | 28,993 | +9.6% | 0.24% | +5.2% |
Q3 2018 | $1,840,000 | +7.4% | 26,446 | +0.3% | 0.23% | +0.9% |
Q2 2018 | $1,713,000 | +6.3% | 26,357 | +3.2% | 0.23% | +3.7% |
Q1 2018 | $1,612,000 | +5.8% | 25,547 | +6.9% | 0.22% | +5.3% |
Q4 2017 | $1,524,000 | +6.6% | 23,892 | +0.4% | 0.21% | +2.5% |
Q3 2017 | $1,429,000 | +17.6% | 23,807 | +13.2% | 0.20% | +9.1% |
Q2 2017 | $1,215,000 | +6.9% | 21,040 | +4.1% | 0.19% | +2.8% |
Q1 2017 | $1,137,000 | -17.3% | 20,203 | -21.7% | 0.18% | -17.7% |
Q4 2016 | $1,375,000 | +13.7% | 25,812 | +10.2% | 0.22% | +10.0% |
Q3 2016 | $1,209,000 | +7.9% | 23,421 | +4.0% | 0.20% | +4.7% |
Q2 2016 | $1,121,000 | +6.7% | 22,521 | +4.7% | 0.19% | +2.7% |
Q1 2016 | $1,051,000 | +2.9% | 21,510 | +2.3% | 0.19% | -1.1% |
Q4 2015 | $1,021,000 | +33.1% | 21,017 | +25.3% | 0.19% | +26.2% |
Q3 2015 | $767,000 | 0.0% | 16,768 | +7.8% | 0.15% | +4.9% |
Q2 2015 | $767,000 | 0.0% | 15,558 | +0.5% | 0.14% | -1.4% |
Q1 2015 | $767,000 | +12.8% | 15,483 | +11.7% | 0.14% | +11.6% |
Q4 2014 | $680,000 | +23.2% | 13,865 | +18.1% | 0.13% | +20.6% |
Q3 2014 | $552,000 | +6.4% | 11,737 | +5.9% | 0.11% | +5.9% |
Q2 2014 | $519,000 | +15.1% | 11,081 | +9.9% | 0.10% | +11.0% |
Q1 2014 | $451,000 | +79.0% | 10,087 | +76.2% | 0.09% | +68.5% |
Q4 2013 | $252,000 | +13.0% | 5,725 | +3.1% | 0.05% | +5.9% |
Q3 2013 | $223,000 | – | 5,555 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |