SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $67,969 | -3.3% | 1,343 | +0.1% | 0.01% | 0.0% |
Q2 2023 | $70,264 | +8.4% | 1,341 | +0.1% | 0.01% | 0.0% |
Q1 2023 | $64,822 | +98115.2% | 1,340 | -8.2% | 0.01% | 0.0% |
Q4 2022 | $66 | -99.9% | 1,460 | +0.2% | 0.01% | 0.0% |
Q3 2022 | $62,000 | -4.6% | 1,457 | +0.1% | 0.01% | 0.0% |
Q2 2022 | $65,000 | -16.7% | 1,455 | +0.1% | 0.01% | -14.3% |
Q1 2022 | $78,000 | +50.0% | 1,453 | +215.2% | 0.01% | +40.0% |
Q4 2021 | $52,000 | +8.3% | 461 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $48,000 | 0.0% | 461 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $48,000 | +9.1% | 461 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $44,000 | +4.8% | 461 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $42,000 | +13.5% | 461 | 0.0% | 0.01% | +25.0% |
Q3 2020 | $37,000 | +8.8% | 461 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $34,000 | +21.4% | 461 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $28,000 | -20.0% | 461 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $35,000 | +6.1% | 461 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $33,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $33,000 | +3.1% | 461 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $32,000 | -3.0% | 461 | -12.0% | 0.00% | -20.0% |
Q4 2018 | $33,000 | +200.0% | 524 | +208.2% | 0.01% | +150.0% |
Q4 2017 | $11,000 | +10.0% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $10,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $10,000 | – | 170 | – | 0.00% | – |
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% |