SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $182,000 | -25.4% | 1,600 | -31.8% | 0.13% | -31.0% |
Q3 2021 | $244,000 | 0.0% | 2,345 | 0.0% | 0.18% | +14.3% |
Q2 2021 | $244,000 | -28.4% | 2,345 | -34.0% | 0.16% | -11.5% |
Q1 2021 | $341,000 | -27.1% | 3,552 | -31.1% | 0.18% | -38.1% |
Q4 2020 | $468,000 | +0.9% | 5,153 | -10.4% | 0.29% | -11.2% |
Q3 2020 | $464,000 | +8.9% | 5,751 | +0.1% | 0.33% | -4.3% |
Q2 2020 | $426,000 | -14.1% | 5,745 | -29.0% | 0.35% | -27.5% |
Q1 2020 | $496,000 | +82.4% | 8,097 | +128.6% | 0.48% | +189.1% |
Q4 2019 | $272,000 | -58.9% | 3,542 | -62.0% | 0.16% | -57.4% |
Q3 2019 | $661,000 | -80.8% | 9,325 | -81.0% | 0.39% | -80.1% |
Q2 2019 | $3,443,000 | -9.4% | 49,050 | -12.8% | 1.94% | -10.6% |
Q1 2019 | $3,801,000 | +6.4% | 56,225 | -6.0% | 2.17% | +6.3% |
Q4 2018 | $3,571,000 | -8.5% | 59,818 | +6.7% | 2.04% | +15.0% |
Q3 2018 | $3,901,000 | +6.4% | 56,078 | -0.6% | 1.78% | -0.2% |
Q2 2018 | $3,666,000 | +12.6% | 56,409 | +9.3% | 1.78% | +6.5% |
Q1 2018 | $3,256,000 | +7.2% | 51,625 | +8.4% | 1.67% | +12.6% |
Q4 2017 | $3,038,000 | +60.0% | 47,627 | +50.6% | 1.48% | +54.3% |
Q3 2017 | $1,899,000 | +24.3% | 31,635 | +19.6% | 0.96% | +32.2% |
Q2 2017 | $1,528,000 | +42.7% | 26,449 | +39.0% | 0.73% | +23.6% |
Q1 2017 | $1,071,000 | +20.2% | 19,033 | +13.8% | 0.59% | +26.5% |
Q4 2016 | $891,000 | +34.4% | 16,730 | +30.3% | 0.46% | +30.3% |
Q3 2016 | $663,000 | +15.5% | 12,835 | +11.4% | 0.36% | +11.9% |
Q2 2016 | $574,000 | +57.3% | 11,526 | +54.2% | 0.32% | +66.1% |
Q1 2016 | $365,000 | +12.3% | 7,476 | +11.8% | 0.19% | +12.3% |
Q4 2015 | $325,000 | -0.6% | 6,686 | -6.3% | 0.17% | +7.5% |
Q3 2015 | $327,000 | +44.7% | 7,136 | +56.0% | 0.16% | +71.0% |
Q2 2015 | $226,000 | – | 4,575 | – | 0.09% | – |
Download |
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% |