SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is 0.04 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $136,911 | -12.9% | 2,706 | -9.8% | 0.02% | -15.0% |
Q2 2023 | $157,186 | +534.7% | 3,001 | +486.1% | 0.02% | +566.7% |
Q1 2023 | $24,765 | +7.1% | 512 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $23,117 | -32.0% | 512 | -8.2% | 0.00% | -66.7% |
Q1 2020 | $34,000 | -90.3% | 558 | -87.7% | 0.01% | -89.4% |
Q4 2019 | $349,000 | -10.5% | 4,540 | -17.4% | 0.08% | -12.4% |
Q3 2019 | $390,000 | +41.8% | 5,496 | +40.1% | 0.10% | +32.9% |
Q2 2019 | $275,000 | +3.8% | 3,922 | 0.0% | 0.07% | +1.4% |
Q1 2019 | $265,000 | +13.7% | 3,922 | +0.5% | 0.07% | +9.1% |
Q4 2018 | $233,000 | -13.4% | 3,902 | +1.0% | 0.07% | -45.0% |
Q3 2018 | $269,000 | +1.1% | 3,864 | -5.4% | 0.12% | -2.4% |
Q2 2018 | $266,000 | +6.0% | 4,086 | +2.7% | 0.12% | +2.5% |
Q1 2018 | $251,000 | +2.0% | 3,979 | +3.2% | 0.12% | -12.4% |
Q4 2017 | $246,000 | +19.4% | 3,856 | +4.6% | 0.14% | -1.4% |
Q4 2016 | $206,000 | +1.0% | 3,686 | 0.0% | 0.14% | +3.0% |
Q3 2016 | $204,000 | +5.7% | 3,686 | 0.0% | 0.14% | -2.9% |
Q2 2016 | $193,000 | -24.0% | 3,686 | -23.9% | 0.14% | -26.1% |
Q1 2016 | $254,000 | -0.8% | 4,841 | 0.0% | 0.19% | +0.5% |
Q4 2015 | $256,000 | +5.8% | 4,841 | 0.0% | 0.19% | +4.5% |
Q3 2015 | $242,000 | +206.3% | 4,841 | +173.7% | 0.18% | +203.4% |
Q1 2014 | $79,000 | – | 1,769 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |