West Oak Capital, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,866
-99.9%
76,409
+1.6%
1.92%
+0.3%
Q2 2023$3,938,695
+17.2%
75,209
+8.2%
1.91%
+12.3%
Q1 2023$3,361,135
+105795.9%
69,488
-1.2%
1.70%
+2.7%
Q4 2022$3,174
-99.9%
70,308
+3.7%
1.66%
+6.5%
Q3 2022$2,870,000
-5.2%
67,768
-0.1%
1.56%
-2.0%
Q2 2022$3,029,000
-16.0%
67,818
+1.3%
1.59%
-2.4%
Q1 2022$3,607,000
-38.3%
66,976
+30.4%
1.63%
-24.2%
Q4 2021$5,844,000
+7.5%
51,344
-1.7%
2.15%
+1.9%
Q3 2021$5,436,000
-2.9%
52,254
-3.0%
2.11%
-4.4%
Q2 2021$5,599,000
+4.5%
53,856
-3.5%
2.21%
-3.7%
Q1 2021$5,359,000
+4.3%
55,801
-1.2%
2.29%
-4.0%
Q4 2020$5,136,000
+6.9%
56,476
-5.3%
2.39%
-9.7%
Q3 2020$4,806,000
+11.5%
59,611
+2.5%
2.64%
+7.7%
Q2 2020$4,310,000
+18.0%
58,165
-2.5%
2.45%
-1.8%
Q1 2020$3,652,000
+81.8%
59,630
+128.0%
2.50%
+121.2%
Q4 2019$2,009,000
+8.9%
26,152
+0.6%
1.13%
+4.1%
Q3 2019$1,844,000
+41.4%
25,997
+40.0%
1.08%
+39.1%
Q2 2019$1,304,000
+16.0%
18,573
+11.8%
0.78%
+11.0%
Q1 2019$1,124,000
-99.9%
16,619
-7.7%
0.70%
-7.9%
Q4 2018$1,075,436,000
+24.7%
18,014
+45.2%
0.76%
+52.9%
Q3 2018$862,753,000
-1.4%
12,403
-7.9%
0.50%
-6.4%
Q2 2018$874,895,000
+6.7%
13,462
+3.6%
0.53%
+9.7%
Q1 2018$819,914,000
-3.2%
12,998
-7.8%
0.49%
-3.4%
Q3 2017$846,804,000
-0.9%
14,104
-4.7%
0.50%
-3.1%
Q2 2017$854,823,000
+8.8%
14,797
+6.0%
0.52%
+7.2%
Q1 2017$785,473,000
+2.0%
13,959
-3.4%
0.48%
-6.2%
Q4 2016$769,767,000
+7.8%
14,453
+4.5%
0.52%
+4.9%
Q3 2016$713,905,000
+40.1%
13,830
+35.0%
0.49%
+33.7%
Q2 2016$509,695,000
+6.8%
10,241
+4.8%
0.37%0.0%
Q1 2016$477,411,000
+0.5%
9,775
-0.0%
0.37%
-0.3%
Q4 2015$474,869,000
+117.3%
9,777
+104.8%
0.37%
+109.7%
Q3 2015$218,504,000
+254.5%
4,775
+282.0%
0.18%
+282.6%
Q2 2015$61,638,000
+55.4%
1,250
+56.2%
0.05%
+58.6%
Q1 2015$39,656,000
+1.1%
8000.0%0.03%0.0%
Q4 2014$39,240,000
+4.4%
8000.0%0.03%
+3.6%
Q3 2014$37,592,0008000.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,113,379$410,536,95545.50%
Campbell Wealth Management 4,509,439$228,17827.78%
Adams Wealth Management 1,545,431$78,198,79126.53%
Diversified, LLC 1,706,300$86,338,76322.40%
Kolinsky Wealth Management, LLC 438,061$22,165,89422.01%
Northwest Quadrant Wealth Management, LLC 1,504,510$76,128,21121.37%
BlueSky Wealth Advisors, LLC 1,973,276$99,847,76120.42%
FINANCIAL CONSULATE, INC 899,723$45,525,96620.10%
Leverty Financial Group, LLC 531,156$26,875,97419.51%
HBK Sorce Advisory LLC 8,722,542$441,360,64319.43%
View complete list of SCHWAB STRATEGIC TR shareholders