CWH Capital Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.

Quarter-by-quarter ownership
CWH Capital Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$1,908,000
+11.4%
20,980
-1.3%
0.80%
+3.0%
Q3 2020$1,713,000
+13.1%
21,250
+3.9%
0.78%
+5.6%
Q2 2020$1,515,000
-86.2%
20,443
-88.6%
0.74%
-87.2%
Q1 2020$10,981,000
-22.8%
179,288
-3.2%
5.77%
+1.5%
Q4 2019$14,224,000
+11.2%
185,183
+2.7%
5.68%
+12.0%
Q3 2019$12,791,000
+1.1%
180,339
+0.0%
5.07%
-1.2%
Q2 2019$12,658,000
-4.4%
180,334
-7.9%
5.14%
-7.6%
Q1 2019$13,236,000
+12.2%
195,764
-1.0%
5.56%
-3.7%
Q4 2018$11,799,000
-14.3%
197,643
-0.2%
5.78%
-9.1%
Q3 2018$13,772,000
+23.9%
197,993
+15.7%
6.36%
+26.5%
Q2 2018$11,118,000
+33.4%
171,068
+29.5%
5.03%
+27.3%
Q1 2018$8,334,000
-13.2%
132,115
-12.2%
3.95%
-12.4%
Q4 2017$9,597,000
+2.0%
150,475
-4.0%
4.51%
-2.3%
Q3 2017$9,412,000
+34.1%
156,760
+29.0%
4.62%
+25.6%
Q2 2017$7,020,000
-66.3%
121,515
-67.2%
3.68%
-66.1%
Q1 2017$20,857,000
+9.4%
370,665
+3.5%
10.86%
-6.4%
Q4 2016$19,073,000
+79.3%
358,103
+73.8%
11.60%
+57.6%
Q3 2016$10,637,000
-2.6%
206,073
-6.1%
7.36%
-6.8%
Q2 2016$10,921,000
-7.3%
219,436
-9.0%
7.90%
-5.5%
Q1 2016$11,782,000
-19.1%
241,236
-19.5%
8.36%
-10.8%
Q4 2015$14,559,000
+7.4%
299,755
+1.2%
9.38%
+3.1%
Q3 2015$13,553,000
-24.0%
296,171
-18.1%
9.10%
-13.3%
Q2 2015$17,831,000
-23.4%
361,611
-23.0%
10.49%
-26.1%
Q1 2015$23,265,000
+37.9%
469,336
+36.4%
14.21%
+28.7%
Q4 2014$16,873,000
-8.3%
344,001
-12.1%
11.04%
-22.8%
Q3 2014$18,392,000
+13.1%
391,406
+12.7%
14.31%
+5.9%
Q2 2014$16,259,000
-8.4%
347,196
-12.5%
13.52%
-7.5%
Q1 2014$17,748,000
+20.8%
396,956
+19.1%
14.61%
+16.1%
Q4 2013$14,687,000333,18612.59%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2016
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders