SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 974 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,583,369 | +3.5% | 102,465 | 0.0% | 0.15% | -3.8% |
Q1 2024 | $6,358,971 | +10.3% | 102,465 | +0.2% | 0.16% | +8.2% |
Q4 2023 | $5,765,073 | +11.8% | 102,218 | +0.3% | 0.15% | +14.1% |
Q3 2023 | $5,156,069 | -3.1% | 101,899 | +0.3% | 0.13% | -81.8% |
Q2 2023 | $5,321,012 | +8.6% | 101,604 | +0.3% | 0.70% | -0.7% |
Q1 2023 | $4,900,758 | +8.6% | 101,318 | +1.4% | 0.71% | +1.7% |
Q4 2022 | $4,512,867 | +9.1% | 99,953 | +2.4% | 0.70% | +2.2% |
Q3 2022 | $4,136,000 | -5.2% | 97,653 | 0.0% | 0.68% | -1.7% |
Q2 2022 | $4,361,000 | -17.1% | 97,653 | 0.0% | 0.69% | +0.6% |
Q1 2022 | $5,259,000 | -6.9% | 97,653 | +96.9% | 0.69% | -6.4% |
Q4 2021 | $5,646,000 | +9.4% | 49,602 | 0.0% | 0.74% | -0.9% |
Q3 2021 | $5,160,000 | +0.1% | 49,602 | 0.0% | 0.74% | +0.4% |
Q2 2021 | $5,157,000 | +8.3% | 49,602 | 0.0% | 0.74% | -2.5% |
Q1 2021 | $4,763,000 | +5.7% | 49,602 | +0.1% | 0.76% | +17.6% |
Q4 2020 | $4,508,000 | +12.9% | 49,563 | +0.1% | 0.65% | -2.0% |
Q3 2020 | $3,992,000 | +6.9% | 49,511 | -1.8% | 0.66% | +0.8% |
Q2 2020 | $3,736,000 | +21.1% | 50,419 | +0.1% | 0.65% | +8.6% |
Q1 2020 | $3,085,000 | -20.1% | 50,364 | +0.1% | 0.60% | -10.0% |
Q4 2019 | $3,863,000 | +8.6% | 50,290 | +0.3% | 0.67% | -11.6% |
Q3 2019 | $3,557,000 | +1.2% | 50,145 | +0.1% | 0.76% | -0.7% |
Q2 2019 | $3,516,000 | +3.8% | 50,086 | 0.0% | 0.76% | +0.4% |
Q1 2019 | $3,386,000 | +22.5% | 50,086 | +8.1% | 0.76% | -26.7% |
Q4 2018 | $2,765,000 | -21.2% | 46,314 | -8.2% | 1.04% | -6.4% |
Q3 2018 | $3,509,000 | +11.6% | 50,441 | +4.3% | 1.11% | +3.7% |
Q2 2018 | $3,143,000 | +3.6% | 48,357 | +0.5% | 1.07% | -2.4% |
Q1 2018 | $3,035,000 | -0.7% | 48,117 | +0.4% | 1.09% | -5.5% |
Q4 2017 | $3,056,000 | +6.7% | 47,914 | +0.4% | 1.16% | -1.5% |
Q3 2017 | $2,864,000 | +34.3% | 47,700 | +29.3% | 1.18% | +24.6% |
Q2 2017 | $2,132,000 | +3.1% | 36,901 | +0.5% | 0.94% | -4.7% |
Q1 2017 | $2,067,000 | +6.1% | 36,733 | +0.4% | 0.99% | -4.7% |
Q4 2016 | $1,948,000 | – | 36,575 | – | 1.04% | – |
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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% |