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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,089,000 | -5.6% | 25,450 | -0.2% | 0.80% | -3.4% |
Q2 2022 | $1,153,000 | -16.1% | 25,500 | -0.2% | 0.83% | +12.0% |
Q1 2022 | $1,375,000 | -39.5% | 25,550 | +28.4% | 0.74% | -10.3% |
Q4 2021 | $2,272,000 | +7.5% | 19,892 | -1.2% | 0.82% | +1.9% |
Q3 2021 | $2,114,000 | -2.8% | 20,131 | -3.7% | 0.81% | -3.3% |
Q2 2021 | $2,175,000 | +4.4% | 20,911 | -2.7% | 0.84% | -0.2% |
Q1 2021 | $2,084,000 | +5.0% | 21,502 | -1.4% | 0.84% | -3.0% |
Q4 2020 | $1,985,000 | +7.9% | 21,808 | -3.8% | 0.87% | -14.5% |
Q3 2020 | $1,839,000 | +32.1% | 22,672 | +20.7% | 1.01% | +4.0% |
Q2 2020 | $1,392,000 | +25.1% | 18,791 | +3.4% | 0.97% | -15.7% |
Q1 2020 | $1,113,000 | -99.9% | 18,173 | -20.9% | 1.16% | +33.8% |
Q4 2019 | $1,764,121,000 | +107206.6% | 22,967 | -0.9% | 0.86% | -8.6% |
Q3 2019 | $1,644,000 | -1.3% | 23,174 | -2.4% | 0.94% | +7.4% |
Q2 2019 | $1,666,000 | +16.3% | 23,747 | +12.0% | 0.88% | -12.7% |
Q1 2019 | $1,433,000 | -99.9% | 21,200 | -17.1% | 1.01% | -12.0% |
Q4 2018 | $1,527,439,000 | +97065.3% | 25,585 | +13.2% | 1.14% | +48.7% |
Q3 2018 | $1,572,000 | +22357.1% | 22,608 | +22508.0% | 0.77% | +19150.0% |
Q2 2018 | $7,000 | -99.5% | 100 | -99.5% | 0.00% | -99.6% |
Q1 2018 | $1,398,000 | -5.1% | 22,168 | -4.0% | 0.91% | +5.9% |
Q4 2017 | $1,473,000 | +5.8% | 23,103 | -0.3% | 0.86% | +4.4% |
Q3 2017 | $1,392,000 | +6.6% | 23,184 | +2.5% | 0.83% | +9.8% |
Q2 2017 | $1,306,000 | -1.0% | 22,613 | -3.6% | 0.75% | -17.2% |
Q1 2017 | $1,319,000 | +0.7% | 23,455 | -4.7% | 0.91% | +21.4% |
Q4 2016 | $1,310,000 | +1771.4% | 24,605 | +1918.5% | 0.75% | +1641.9% |
Q3 2016 | $70,000 | -93.9% | 1,219 | -94.7% | 0.04% | -93.9% |
Q2 2016 | $1,149,000 | -99.9% | 23,092 | -23.1% | 0.71% | -28.9% |
Q1 2016 | $1,467,141,000 | +101291.9% | 30,015 | +0.7% | 0.99% | +14.4% |
Q4 2015 | $1,447,000 | +14.9% | 29,798 | +8.3% | 0.87% | +1.2% |
Q3 2015 | $1,259,000 | -14.5% | 27,507 | -7.8% | 0.86% | +30.3% |
Q2 2015 | $1,472,000 | +0.7% | 29,848 | +1.2% | 0.66% | +4.4% |
Q1 2015 | $1,462,000 | +164.9% | 29,500 | +162.3% | 0.63% | +157.6% |
Q4 2014 | $552,000 | +24.6% | 11,248 | +19.3% | 0.24% | +15.6% |
Q3 2014 | $443,000 | +58.2% | 9,429 | +57.6% | 0.21% | +82.8% |
Q2 2014 | $280,000 | +8.1% | 5,981 | +3.3% | 0.12% | -3.3% |
Q1 2014 | $259,000 | +21.0% | 5,788 | +19.3% | 0.12% | +31.9% |
Q4 2013 | $214,000 | – | 4,852 | – | 0.09% | – |
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% |