SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $5,472,000 | -6.0% | 129,200 | -0.9% | 1.50% | +2.4% |
Q2 2022 | $5,824,000 | -15.6% | 130,410 | +1.7% | 1.47% | -1.2% |
Q1 2022 | $6,904,000 | -11.8% | 128,199 | +86.3% | 1.49% | -8.6% |
Q4 2021 | $7,832,000 | +10.3% | 68,811 | +0.8% | 1.62% | +1.8% |
Q3 2021 | $7,103,000 | +1.1% | 68,281 | +1.0% | 1.60% | +1.7% |
Q2 2021 | $7,026,000 | +1.9% | 67,580 | -5.9% | 1.57% | -4.3% |
Q1 2021 | $6,895,000 | -29.9% | 71,803 | -33.6% | 1.64% | -29.0% |
Q4 2020 | $9,839,000 | +41.8% | 108,178 | +25.7% | 2.31% | +48.7% |
Q3 2020 | $6,940,000 | -21.7% | 86,072 | -28.0% | 1.55% | -18.0% |
Q2 2020 | $8,862,000 | +51.5% | 119,600 | +25.2% | 1.89% | +31.3% |
Q1 2020 | $5,850,000 | -7.1% | 95,512 | +16.5% | 1.44% | +34.5% |
Q4 2019 | $6,299,000 | +32.9% | 82,011 | +22.7% | 1.07% | +35.0% |
Q3 2019 | $4,739,000 | +8.9% | 66,818 | +7.8% | 0.79% | +11.7% |
Q2 2019 | $4,350,000 | -54.8% | 61,973 | -56.5% | 0.71% | -53.5% |
Q1 2019 | $9,622,000 | -17.1% | 142,318 | -26.8% | 1.53% | -25.6% |
Q4 2018 | $11,612,000 | -9.5% | 194,498 | +5.4% | 2.05% | +14.3% |
Q3 2018 | $12,835,000 | -0.1% | 184,517 | -6.6% | 1.80% | +0.2% |
Q2 2018 | $12,842,000 | -0.0% | 197,600 | -3.0% | 1.79% | +2.1% |
Q1 2018 | $12,848,000 | -6.3% | 203,683 | -5.2% | 1.76% | -3.6% |
Q4 2017 | $13,709,000 | +8.8% | 214,946 | +2.4% | 1.82% | -3.8% |
Q3 2017 | $12,599,000 | +7.5% | 209,851 | +3.4% | 1.89% | +9.7% |
Q2 2017 | $11,722,000 | -2.4% | 202,914 | -4.9% | 1.73% | -13.0% |
Q1 2017 | $12,007,000 | -7.3% | 213,386 | -12.3% | 1.98% | +3.1% |
Q4 2016 | $12,957,000 | +29.2% | 243,276 | +25.2% | 1.92% | +37.3% |
Q3 2016 | $10,032,000 | -7.2% | 194,338 | -10.5% | 1.40% | -20.7% |
Q2 2016 | $10,810,000 | -2.5% | 217,206 | -4.3% | 1.77% | -1.5% |
Q1 2016 | $11,088,000 | +41.9% | 227,022 | +41.2% | 1.79% | +4.1% |
Q4 2015 | $7,812,000 | +30.2% | 160,837 | +22.7% | 1.72% | +24.7% |
Q3 2015 | $6,000,000 | +15.3% | 131,114 | +24.2% | 1.38% | +145.5% |
Q2 2015 | $5,206,000 | +6.8% | 105,557 | +7.3% | 0.56% | -47.5% |
Q1 2015 | $4,875,000 | +90.0% | 98,342 | +88.0% | 1.07% | +106.9% |
Q4 2014 | $2,566,000 | +81.6% | 52,312 | +74.0% | 0.52% | +56.0% |
Q3 2014 | $1,413,000 | +60.6% | 30,061 | +59.9% | 0.33% | +59.6% |
Q2 2014 | $880,000 | -88.0% | 18,801 | -88.6% | 0.21% | -88.2% |
Q1 2014 | $7,362,000 | +336.7% | 164,652 | +330.5% | 1.76% | +324.2% |
Q4 2013 | $1,686,000 | +54.3% | 38,243 | +40.7% | 0.41% | +36.2% |
Q3 2013 | $1,093,000 | -77.3% | 27,181 | -78.4% | 0.30% | -78.4% |
Q2 2013 | $4,812,000 | – | 126,008 | – | 1.41% | – |
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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% |