SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.45 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,990,918 | +12.4% | 62,115 | +8.6% | 0.08% | +5.1% |
Q1 2024 | $3,550,416 | +13.8% | 57,209 | +3.4% | 0.08% | +3.9% |
Q4 2023 | $3,120,786 | +11.4% | 55,333 | -0.1% | 0.08% | +1.3% |
Q3 2023 | $2,801,433 | +33.0% | 55,364 | +37.6% | 0.08% | +33.9% |
Q2 2023 | $2,106,472 | -0.6% | 40,223 | -8.2% | 0.06% | -5.1% |
Q1 2023 | $2,119,788 | +5.8% | 43,824 | -1.2% | 0.06% | -3.3% |
Q4 2022 | $2,003,093 | +5.9% | 44,365 | -0.6% | 0.06% | -9.0% |
Q3 2022 | $1,891,000 | -15.8% | 44,652 | -11.2% | 0.07% | -13.0% |
Q2 2022 | $2,246,000 | +78.5% | 50,281 | +115.2% | 0.08% | +108.1% |
Q1 2022 | $1,258,000 | +31.6% | 23,369 | +178.4% | 0.04% | +32.1% |
Q4 2021 | $956,000 | +17.6% | 8,395 | +7.4% | 0.03% | +7.7% |
Q3 2021 | $813,000 | -65.1% | 7,815 | -65.2% | 0.03% | -64.9% |
Q2 2021 | $2,332,000 | +24.2% | 22,428 | +14.8% | 0.07% | +5.7% |
Q1 2021 | $1,877,000 | +34.0% | 19,545 | +26.8% | 0.07% | +25.0% |
Q4 2020 | $1,401,000 | +32.7% | 15,409 | +17.7% | 0.06% | +12.0% |
Q3 2020 | $1,056,000 | -13.5% | 13,092 | -20.5% | 0.05% | -25.4% |
Q2 2020 | $1,221,000 | +15.5% | 16,474 | -4.6% | 0.07% | -2.9% |
Q1 2020 | $1,057,000 | -20.0% | 17,264 | +0.4% | 0.07% | 0.0% |
Q4 2019 | $1,321,000 | +56.7% | 17,201 | +43.3% | 0.07% | +32.7% |
Q3 2019 | $843,000 | 0.0% | 12,005 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $843,000 | +19.7% | 12,005 | +15.3% | 0.05% | +6.1% |
Q1 2019 | $704,000 | +14.8% | 10,410 | +1.4% | 0.05% | -9.3% |
Q4 2018 | $613,000 | -12.9% | 10,271 | +1.5% | 0.05% | +5.9% |
Q3 2018 | $704,000 | +7.3% | 10,119 | +4.7% | 0.05% | +2.0% |
Q2 2018 | $656,000 | -37.3% | 9,662 | -41.7% | 0.05% | -40.5% |
Q1 2018 | $1,046,000 | +315.1% | 16,582 | +319.7% | 0.08% | +281.8% |
Q4 2017 | $252,000 | +12.5% | 3,951 | +5.9% | 0.02% | -15.4% |
Q3 2017 | $224,000 | +38.3% | 3,731 | +33.2% | 0.03% | +23.8% |
Q2 2017 | $162,000 | +52.8% | 2,802 | +48.8% | 0.02% | +40.0% |
Q1 2017 | $106,000 | +8.2% | 1,883 | -1.0% | 0.02% | -16.7% |
Q3 2016 | $98,000 | +28.9% | 1,902 | +24.9% | 0.02% | +5.9% |
Q2 2016 | $76,000 | +18.8% | 1,523 | +15.6% | 0.02% | 0.0% |
Q1 2016 | $64,000 | +88.2% | 1,317 | +89.8% | 0.02% | +54.5% |
Q4 2015 | $34,000 | +1033.3% | 694 | +1117.5% | 0.01% | +1000.0% |
Q1 2015 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $3,000 | -50.0% | 57 | -58.7% | 0.00% | -66.7% |
Q4 2013 | $6,000 | – | 138 | – | 0.00% | – |
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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% |