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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $10,251,573 | +4.2% | 159,558 | +0.6% | 0.31% | +1.7% |
Q1 2024 | $9,839,981 | +3.9% | 158,556 | -5.6% | 0.30% | -3.8% |
Q4 2023 | $9,470,664 | +63.0% | 167,920 | +46.3% | 0.31% | +39.6% |
Q3 2023 | $5,809,723 | -4.5% | 114,817 | -1.1% | 0.22% | +4.2% |
Q2 2023 | $6,080,589 | +5.1% | 116,108 | -2.9% | 0.22% | -8.9% |
Q1 2023 | $5,783,115 | +6.3% | 119,560 | -0.8% | 0.24% | +3.0% |
Q4 2022 | $5,442,924 | -12.5% | 120,552 | -18.0% | 0.23% | -29.2% |
Q3 2022 | $6,224,000 | +7.3% | 146,954 | +13.2% | 0.32% | +11.3% |
Q2 2022 | $5,798,000 | -13.1% | 129,821 | +4.8% | 0.29% | -16.1% |
Q1 2022 | $6,672,000 | +3.4% | 123,902 | +118.5% | 0.35% | +18.0% |
Q4 2021 | $6,454,000 | +12.0% | 56,705 | +2.4% | 0.30% | +17.5% |
Q3 2021 | $5,763,000 | +3.3% | 55,393 | +3.2% | 0.25% | +3.7% |
Q2 2021 | $5,579,000 | +15.4% | 53,655 | +6.6% | 0.24% | +3.9% |
Q1 2021 | $4,835,000 | +6.9% | 50,352 | +1.3% | 0.23% | -0.9% |
Q4 2020 | $4,522,000 | +58.1% | 49,716 | +40.1% | 0.24% | +28.4% |
Q3 2020 | $2,861,000 | +15.3% | 35,482 | +6.0% | 0.18% | +6.4% |
Q2 2020 | $2,481,000 | +23.2% | 33,482 | +1.9% | 0.17% | -6.5% |
Q1 2020 | $2,013,000 | -27.6% | 32,859 | -9.2% | 0.18% | +1.1% |
Q4 2019 | $2,779,000 | +9.1% | 36,179 | +0.7% | 0.18% | +0.6% |
Q3 2019 | $2,547,000 | +7.9% | 35,912 | +6.8% | 0.18% | +1.1% |
Q2 2019 | $2,360,000 | +6.8% | 33,626 | +2.9% | 0.18% | +3.5% |
Q1 2019 | $2,209,000 | +35.7% | 32,679 | +19.8% | 0.17% | +8.8% |
Q4 2018 | $1,628,000 | -12.9% | 27,273 | +1.5% | 0.16% | +6.0% |
Q3 2018 | $1,870,000 | +8.3% | 26,877 | +1.2% | 0.15% | -2.0% |
Q2 2018 | $1,726,000 | +3.6% | 26,561 | +0.6% | 0.15% | -5.0% |
Q1 2018 | $1,666,000 | +5.4% | 26,414 | +6.6% | 0.16% | +5.2% |
Q4 2017 | $1,580,000 | +23.0% | 24,780 | +15.8% | 0.15% | +11.7% |
Q3 2017 | $1,285,000 | +2.4% | 21,400 | -1.5% | 0.14% | -2.1% |
Q2 2017 | $1,255,000 | -28.0% | 21,729 | -29.9% | 0.14% | -26.7% |
Q1 2017 | $1,743,000 | -6.4% | 30,982 | -11.4% | 0.19% | -11.6% |
Q4 2016 | $1,863,000 | +6.9% | 34,979 | +3.7% | 0.22% | -7.3% |
Q3 2016 | $1,742,000 | -4.5% | 33,740 | -7.9% | 0.23% | -4.5% |
Q2 2016 | $1,824,000 | +0.4% | 36,645 | -1.4% | 0.24% | +4.3% |
Q1 2016 | $1,816,000 | -0.5% | 37,174 | -1.1% | 0.23% | -5.3% |
Q4 2015 | $1,826,000 | +5.2% | 37,598 | -0.9% | 0.25% | +10.8% |
Q3 2015 | $1,736,000 | -1.3% | 37,946 | +6.4% | 0.22% | -10.1% |
Q2 2015 | $1,759,000 | – | 35,680 | – | 0.25% | – |
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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% |