SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $980 | +2.0% | 19,376 | +5.6% | 0.59% | +4.0% |
Q2 2023 | $961 | +11.4% | 18,343 | +2.8% | 0.57% | +3.4% |
Q1 2023 | $863 | -2.9% | 17,850 | -9.4% | 0.55% | -5.0% |
Q4 2022 | $889 | -99.9% | 19,695 | +0.2% | 0.58% | +4.7% |
Q3 2022 | $832,000 | -4.5% | 19,646 | +0.7% | 0.56% | +1.8% |
Q2 2022 | $871,000 | -19.4% | 19,500 | -2.8% | 0.54% | -3.9% |
Q1 2022 | $1,081,000 | -13.2% | 20,066 | +83.3% | 0.57% | -7.7% |
Q4 2021 | $1,246,000 | +11.3% | 10,949 | +1.8% | 0.61% | +3.7% |
Q3 2021 | $1,119,000 | -0.9% | 10,757 | -1.0% | 0.59% | +0.2% |
Q2 2021 | $1,129,000 | +7.9% | 10,861 | -0.2% | 0.59% | +1.4% |
Q1 2021 | $1,046,000 | +5.2% | 10,888 | -0.4% | 0.58% | -1.0% |
Q4 2020 | $994,000 | +14.1% | 10,927 | +1.2% | 0.59% | +1.4% |
Q3 2020 | $871,000 | +9.3% | 10,799 | +0.3% | 0.58% | +1.8% |
Q2 2020 | $797,000 | +19.8% | 10,762 | -0.9% | 0.57% | -0.9% |
Q1 2020 | $665,000 | -72.6% | 10,861 | -65.6% | 0.58% | -61.9% |
Q4 2019 | $2,426,000 | -3.3% | 31,588 | -10.6% | 1.51% | -9.7% |
Q3 2019 | $2,508,000 | +1.0% | 35,353 | -0.0% | 1.67% | +2.5% |
Q2 2019 | $2,482,000 | +17.5% | 35,368 | +13.2% | 1.63% | +10.8% |
Q1 2019 | $2,112,000 | +7.4% | 31,236 | -5.2% | 1.47% | -6.5% |
Q4 2018 | $1,966,000 | +81.7% | 32,932 | +111.8% | 1.58% | +120.6% |
Q3 2018 | $1,082,000 | +13.2% | 15,549 | +5.7% | 0.72% | +8.2% |
Q2 2018 | $956,000 | +8.3% | 14,707 | +5.0% | 0.66% | +4.4% |
Q1 2018 | $883,000 | +35.2% | 14,003 | +36.7% | 0.63% | +36.4% |
Q4 2017 | $653,000 | +19.4% | 10,246 | +12.4% | 0.46% | +14.3% |
Q3 2017 | $547,000 | +11.4% | 9,116 | +7.4% | 0.41% | +10.0% |
Q2 2017 | $491,000 | +7.7% | 8,491 | +4.9% | 0.37% | +9.2% |
Q1 2017 | $456,000 | +33.7% | 8,097 | +26.5% | 0.34% | +31.5% |
Q4 2016 | $341,000 | +33.7% | 6,402 | +29.4% | 0.26% | +27.2% |
Q3 2016 | $255,000 | +5.4% | 4,947 | +1.9% | 0.20% | +1.5% |
Q2 2016 | $242,000 | -8.3% | 4,857 | -10.2% | 0.20% | -17.8% |
Q1 2016 | $264,000 | +2.3% | 5,407 | +1.7% | 0.24% | -5.5% |
Q4 2015 | $258,000 | +4.0% | 5,317 | -1.8% | 0.26% | +5.8% |
Q3 2015 | $248,000 | -12.1% | 5,417 | -5.3% | 0.24% | +2.1% |
Q2 2015 | $282,000 | -5.1% | 5,722 | -4.3% | 0.24% | -0.4% |
Q1 2015 | $297,000 | 0.0% | 5,982 | -1.2% | 0.24% | -4.4% |
Q4 2014 | $297,000 | -8.0% | 6,052 | -12.1% | 0.25% | -7.8% |
Q3 2014 | $323,000 | -3.6% | 6,882 | -3.7% | 0.27% | +31.7% |
Q2 2014 | $335,000 | +5.3% | 7,147 | +0.4% | 0.20% | +1.0% |
Q1 2014 | $318,000 | -6.5% | 7,117 | -7.8% | 0.20% | -10.6% |
Q4 2013 | $340,000 | +8.6% | 7,717 | -0.9% | 0.23% | +2.3% |
Q3 2013 | $313,000 | +7.2% | 7,787 | +1.8% | 0.22% | +11.6% |
Q2 2013 | $292,000 | – | 7,647 | – | 0.20% | – |
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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% |