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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,233 | +14.9% | 42,643 | +6.1% | 0.01% | 0.0% |
Q1 2023 | $1,944 | -1.0% | 40,183 | -7.6% | 0.01% | 0.0% |
Q4 2022 | $1,964 | -99.9% | 43,501 | +38.0% | 0.01% | +33.3% |
Q3 2022 | $1,335,000 | +6.2% | 31,519 | +13.1% | 0.01% | 0.0% |
Q2 2022 | $1,257,000 | -0.5% | 27,869 | +18.9% | 0.01% | +20.0% |
Q1 2022 | $1,263,000 | +2.4% | 23,446 | +116.2% | 0.01% | 0.0% |
Q4 2021 | $1,234,000 | +12.5% | 10,843 | +2.8% | 0.01% | 0.0% |
Q3 2021 | $1,097,000 | -0.5% | 10,547 | -0.6% | 0.01% | 0.0% |
Q2 2021 | $1,103,000 | +9.1% | 10,610 | +0.8% | 0.01% | 0.0% |
Q1 2021 | $1,011,000 | +16.1% | 10,526 | +9.9% | 0.01% | +25.0% |
Q4 2020 | $871,000 | +10.1% | 9,580 | -2.3% | 0.00% | -20.0% |
Q3 2020 | $791,000 | +27.2% | 9,810 | +16.9% | 0.01% | +25.0% |
Q2 2020 | $622,000 | +29.6% | 8,390 | +7.0% | 0.00% | 0.0% |
Q1 2020 | $480,000 | -16.4% | 7,839 | +4.8% | 0.00% | 0.0% |
Q4 2019 | $574,000 | +17.6% | 7,479 | +8.8% | 0.00% | 0.0% |
Q3 2019 | $488,000 | +16.2% | 6,877 | +15.0% | 0.00% | +33.3% |
Q2 2019 | $420,000 | +1.7% | 5,981 | -2.0% | 0.00% | 0.0% |
Q1 2019 | $413,000 | +26.7% | 6,105 | +11.9% | 0.00% | 0.0% |
Q4 2018 | $326,000 | -13.1% | 5,455 | -7.3% | 0.00% | -25.0% |
Q4 2017 | $375,000 | +33.5% | 5,882 | +25.8% | 0.00% | +33.3% |
Q3 2017 | $281,000 | +25.4% | 4,677 | +20.5% | 0.00% | 0.0% |
Q2 2017 | $224,000 | +2.8% | 3,882 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $218,000 | -26.6% | 3,882 | -30.3% | 0.00% | -25.0% |
Q4 2016 | $297,000 | -24.6% | 5,570 | -27.0% | 0.00% | -42.9% |
Q3 2016 | $394,000 | – | 7,634 | – | 0.01% | – |
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% |