SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |