SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.00 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $506,561 | -7.5% | 10,011 | -4.3% | 0.11% | -0.9% |
Q2 2023 | $547,920 | +6.3% | 10,462 | -1.8% | 0.11% | +7.5% |
Q1 2023 | $515,466 | +107065.5% | 10,657 | +0.1% | 0.11% | +2.9% |
Q4 2022 | $481 | -99.9% | 10,646 | +31.0% | 0.10% | +22.6% |
Q3 2022 | $344,000 | -5.2% | 8,125 | +0.0% | 0.08% | -3.4% |
Q2 2022 | $363,000 | -16.9% | 8,124 | +0.0% | 0.09% | -20.9% |
Q1 2022 | $437,000 | -5.4% | 8,122 | +100.0% | 0.11% | -5.2% |
Q4 2021 | $462,000 | -3.3% | 4,062 | -11.6% | 0.12% | -13.4% |
Q3 2021 | $478,000 | -3.4% | 4,596 | -3.4% | 0.13% | -1.5% |
Q2 2021 | $495,000 | +31.6% | 4,760 | +21.6% | 0.14% | +24.8% |
Q1 2021 | $376,000 | +2.2% | 3,913 | -3.3% | 0.11% | -3.5% |
Q4 2020 | $368,000 | +0.5% | 4,047 | -10.7% | 0.11% | -17.5% |
Q3 2020 | $366,000 | +8.9% | 4,534 | -0.1% | 0.14% | +21.2% |
Q2 2020 | $336,000 | +20.9% | 4,539 | +0.2% | 0.11% | -1.7% |
Q1 2020 | $278,000 | -17.0% | 4,532 | +3.8% | 0.12% | +0.9% |
Q4 2019 | $335,000 | +3.7% | 4,365 | -4.0% | 0.11% | -8.1% |
Q3 2019 | $323,000 | -0.3% | 4,548 | -1.6% | 0.12% | +0.8% |
Q2 2019 | $324,000 | +3.8% | 4,622 | 0.0% | 0.12% | 0.0% |
Q1 2019 | $312,000 | -27.3% | 4,622 | -35.7% | 0.12% | -24.1% |
Q4 2018 | $429,000 | +3.9% | 7,192 | +21.0% | 0.16% | +3.2% |
Q3 2018 | $413,000 | +6.2% | 5,943 | -0.7% | 0.16% | -6.5% |
Q2 2018 | $389,000 | +5.4% | 5,986 | +2.4% | 0.17% | +1.8% |
Q1 2018 | $369,000 | -40.0% | 5,843 | -39.4% | 0.16% | -35.5% |
Q4 2017 | $615,000 | +10.8% | 9,641 | +4.3% | 0.26% | +5.8% |
Q3 2017 | $555,000 | +4.1% | 9,246 | +0.2% | 0.24% | -0.4% |
Q2 2017 | $533,000 | +4.1% | 9,228 | +1.4% | 0.24% | -4.3% |
Q1 2017 | $512,000 | -28.7% | 9,100 | -32.5% | 0.25% | -32.3% |
Q4 2016 | $718,000 | -94.5% | 13,474 | +1884.4% | 0.38% | -17.4% |
Q3 2016 | $13,150,000 | +1913.8% | 679 | -94.8% | 0.45% | +26.5% |
Q2 2016 | $653,000 | +1.7% | 13,127 | -0.1% | 0.36% | -0.8% |
Q1 2016 | $642,000 | +2.7% | 13,145 | +2.2% | 0.36% | +16.0% |
Q4 2015 | $625,000 | +6.1% | 12,860 | -0.2% | 0.31% | -11.1% |
Q3 2015 | $589,000 | +37.6% | 12,882 | +48.2% | 0.35% | +29.0% |
Q2 2015 | $428,000 | -0.5% | 8,690 | +0.1% | 0.27% | -0.4% |
Q1 2015 | $430,000 | +0.9% | 8,681 | +0.0% | 0.27% | -20.6% |
Q4 2014 | $426,000 | – | 8,680 | – | 0.34% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |