SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $381,000 | -65.7% | 7,080 | -27.5% | 0.12% | -38.3% |
Q4 2021 | $1,111,000 | +157.8% | 9,760 | +135.5% | 0.19% | +221.7% |
Q3 2021 | $431,000 | -57.0% | 4,145 | -57.0% | 0.06% | -59.5% |
Q2 2021 | $1,003,000 | +159.8% | 9,645 | +139.9% | 0.15% | +114.5% |
Q1 2021 | $386,000 | -15.2% | 4,020 | -19.7% | 0.07% | -25.8% |
Q4 2020 | $455,000 | +17.3% | 5,005 | +3.9% | 0.09% | -6.1% |
Q3 2020 | $388,000 | -4.0% | 4,815 | -11.7% | 0.10% | -26.7% |
Q2 2020 | $404,000 | +21.7% | 5,455 | +0.6% | 0.14% | -2.9% |
Q1 2020 | $332,000 | -22.1% | 5,420 | -2.3% | 0.14% | -0.7% |
Q4 2019 | $426,000 | -50.6% | 5,550 | -54.4% | 0.14% | -32.0% |
Q3 2019 | $863,000 | +10.4% | 12,165 | +9.1% | 0.21% | +12.0% |
Q2 2019 | $782,000 | +2.6% | 11,155 | -1.2% | 0.18% | +1.7% |
Q1 2019 | $762,000 | +14.8% | 11,285 | +1.4% | 0.18% | +1.7% |
Q4 2018 | $664,000 | -13.8% | 11,130 | +0.5% | 0.18% | +3.5% |
Q3 2018 | $770,000 | +20.5% | 11,075 | +12.6% | 0.17% | +14.7% |
Q2 2018 | $639,000 | +0.5% | 9,835 | -2.5% | 0.15% | +5.6% |
Q1 2018 | $636,000 | -6.1% | 10,085 | -5.0% | 0.14% | -6.0% |
Q4 2017 | $677,000 | -11.6% | 10,620 | -16.7% | 0.15% | -12.2% |
Q3 2017 | $766,000 | +13.0% | 12,753 | +8.5% | 0.17% | +10.3% |
Q2 2017 | $678,000 | +8.1% | 11,753 | +5.5% | 0.16% | +4.7% |
Q1 2017 | $627,000 | +68.5% | 11,137 | +59.3% | 0.15% | +53.6% |
Q4 2016 | $372,000 | +2.5% | 6,990 | -0.9% | 0.10% | +7.8% |
Q3 2016 | $363,000 | +47.6% | 7,050 | +39.7% | 0.09% | +42.9% |
Q1 2016 | $246,000 | +14.4% | 5,045 | +13.9% | 0.06% | +16.7% |
Q4 2015 | $215,000 | +1.9% | 4,430 | -4.3% | 0.05% | +1.9% |
Q3 2015 | $211,000 | -16.9% | 4,630 | -10.4% | 0.05% | -11.7% |
Q2 2015 | $254,000 | -31.0% | 5,170 | -30.4% | 0.06% | -29.4% |
Q1 2015 | $368,000 | +34.8% | 7,425 | +33.2% | 0.08% | +26.9% |
Q4 2014 | $273,000 | +4.6% | 5,575 | 0.0% | 0.07% | 0.0% |
Q3 2014 | $261,000 | +6.1% | 5,575 | +6.1% | 0.07% | +8.1% |
Q2 2014 | $246,000 | +5.1% | 5,255 | 0.0% | 0.06% | -4.6% |
Q1 2014 | $234,000 | +16.4% | 5,255 | +5.1% | 0.06% | +12.1% |
Q3 2013 | $201,000 | – | 5,000 | – | 0.06% | – |
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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% |