SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $13 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $13 | +18.2% | 202 | 0.0% | 0.00% | +33.3% |
Q4 2023 | $11 | +10.0% | 202 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $10 | -9.1% | 202 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $11 | +10.0% | 202 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10 | +11.1% | 202 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $9 | -99.9% | 202 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $9,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $9,000 | -18.2% | 202 | 0.0% | 0.00% | -25.0% |
Q1 2022 | $11,000 | 0.0% | 202 | +100.0% | 0.00% | +33.3% |
Q4 2021 | $11,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
Q3 2021 | $11,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $11,000 | +10.0% | 101 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $10,000 | +11.1% | 101 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $9,000 | +12.5% | 101 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | +33.3% |
Q2 2020 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $6,000 | -25.0% | 101 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | +33.3% |
Q3 2019 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
Q1 2019 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | +33.3% |
Q4 2018 | $6,000 | -14.3% | 101 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | +33.3% |
Q1 2018 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $6,000 | -25.0% | 101 | -26.3% | 0.00% | -40.0% |
Q2 2017 | $8,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $8,000 | -60.0% | 137 | -63.4% | 0.01% | -58.3% |
Q4 2016 | $20,000 | +185.7% | 374 | +181.2% | 0.01% | +200.0% |
Q3 2016 | $7,000 | 0.0% | 133 | 0.0% | 0.00% | -20.0% |
Q2 2016 | $7,000 | +16.7% | 133 | 0.0% | 0.01% | +25.0% |
Q1 2016 | $6,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | +200.0% | 133 | +269.4% | 0.00% | +300.0% |
Q2 2015 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,000 | – | 36 | – | 0.00% | – |
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% |