SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $3,642,425 | -19.6% | 64,582 | -27.9% | 0.00% | -33.3% |
Q3 2023 | $4,532,950 | +118.8% | 89,584 | +126.4% | 0.01% | +100.0% |
Q2 2023 | $2,072,019 | -52.6% | 39,565 | -56.2% | 0.00% | -50.0% |
Q1 2023 | $4,370,084 | +112.2% | 90,347 | +98.1% | 0.01% | +100.0% |
Q4 2022 | $2,059,608 | -99.8% | 45,617 | +122.3% | 0.00% | +200.0% |
Q3 2022 | $869,022,000 | +301.1% | 20,520 | +323.0% | 0.00% | – |
Q2 2022 | $216,646,000 | -77.9% | 4,851 | -73.4% | 0.00% | -100.0% |
Q1 2022 | $982,116,000 | +195.2% | 18,238 | +523.9% | 0.00% | – |
Q4 2021 | $332,696,000 | +35.2% | 2,923 | -8.8% | 0.00% | – |
Q4 2019 | $246,099,000 | +23.8% | 3,204 | +14.3% | 0.00% | – |
Q3 2019 | $198,746,000 | +66.2% | 2,802 | +64.4% | 0.00% | – |
Q2 2019 | $119,604,000 | +17.5% | 1,704 | +13.2% | 0.00% | – |
Q1 2019 | $101,753,000 | +31.4% | 1,505 | +16.0% | 0.00% | – |
Q4 2018 | $77,431,000 | -6.5% | 1,297 | +8.9% | 0.00% | – |
Q3 2018 | $82,846,000 | +23.5% | 1,191 | +15.4% | 0.00% | – |
Q2 2018 | $67,070,000 | +61.3% | 1,032 | +56.6% | 0.00% | – |
Q1 2018 | $41,570,000 | -98.3% | 659 | -98.7% | 0.00% | -100.0% |
Q1 2015 | $2,478,500,000 | – | 50,000 | – | 0.01% | – |
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% |