SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 701 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $10,280 | +3.5% | 160 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $9,930 | +10.0% | 160 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $9,024 | +11.5% | 160 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $8,096 | -3.4% | 160 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,379 | +8.3% | 160 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,739 | +110457.1% | 160 | 0.0% | 0.00% | – |
Q4 2022 | $7 | -99.9% | 160 | 0.0% | 0.00% | – |
Q3 2022 | $6,000 | -14.3% | 160 | 0.0% | 0.00% | – |
Q2 2022 | $7,000 | -12.5% | 160 | 0.0% | 0.00% | – |
Q1 2022 | $8,000 | -11.1% | 160 | +100.0% | 0.00% | – |
Q4 2021 | $9,000 | +12.5% | 80 | 0.0% | 0.00% | – |
Q3 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | – |
Q2 2021 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | – |
Q1 2021 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | – |
Q4 2020 | $7,000 | +16.7% | 80 | 0.0% | 0.00% | – |
Q3 2020 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – |
Q2 2020 | $5,000 | +25.0% | 80 | 0.0% | 0.00% | – |
Q1 2020 | $4,000 | -50.0% | 80 | -32.2% | 0.00% | – |
Q2 2019 | $8,000 | – | 118 | – | 0.00% | – |
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% |