SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $378,796,458 | -5.1% | 7,486,096 | -1.8% | 0.13% | -3.0% |
Q2 2023 | $399,127,324 | +5.3% | 7,621,297 | -2.8% | 0.14% | -2.9% |
Q1 2023 | $379,199,662 | +6.7% | 7,839,563 | -0.4% | 0.14% | +4.5% |
Q4 2022 | $355,398,767 | +2.8% | 7,871,512 | -3.6% | 0.13% | -12.5% |
Q3 2022 | $345,820,000 | -6.1% | 8,165,763 | -1.0% | 0.15% | +0.7% |
Q2 2022 | $368,478,000 | -19.4% | 8,250,752 | -2.8% | 0.15% | -0.7% |
Q1 2022 | $457,211,000 | -5.6% | 8,490,448 | +99.5% | 0.15% | +9.4% |
Q4 2021 | $484,500,000 | +5.7% | 4,256,718 | -3.4% | 0.14% | -3.5% |
Q3 2021 | $458,272,000 | +2.7% | 4,405,194 | +2.7% | 0.14% | 0.0% |
Q2 2021 | $446,078,000 | +14.5% | 4,290,448 | +5.7% | 0.14% | +11.6% |
Q1 2021 | $389,615,000 | +10.5% | 4,057,220 | +4.7% | 0.13% | +8.4% |
Q4 2020 | $352,442,000 | +6.0% | 3,875,114 | -6.0% | 0.12% | -4.8% |
Q3 2020 | $332,369,000 | +17.5% | 4,122,152 | +8.0% | 0.12% | +5.0% |
Q2 2020 | $282,865,000 | +65.1% | 3,817,332 | +36.5% | 0.12% | +46.9% |
Q1 2020 | $171,331,000 | -3.2% | 2,797,241 | +21.4% | 0.08% | +30.6% |
Q4 2019 | $177,028,000 | +30.4% | 2,304,755 | +20.4% | 0.06% | +19.2% |
Q3 2019 | $135,764,000 | +29.2% | 1,914,063 | +27.8% | 0.05% | +30.0% |
Q2 2019 | $105,108,000 | +43.9% | 1,497,473 | +38.6% | 0.04% | +33.3% |
Q1 2019 | $73,053,000 | +53.5% | 1,080,516 | +35.5% | 0.03% | +36.4% |
Q4 2018 | $47,589,000 | +23.4% | 797,136 | +43.7% | 0.02% | +46.7% |
Q3 2018 | $38,575,000 | +103.8% | 554,559 | +90.5% | 0.02% | +87.5% |
Q2 2018 | $18,924,000 | +322.1% | 291,181 | +309.7% | 0.01% | +300.0% |
Q1 2018 | $4,483,000 | +74.8% | 71,067 | +76.7% | 0.00% | +100.0% |
Q4 2017 | $2,565,000 | +33.8% | 40,224 | +26.0% | 0.00% | 0.0% |
Q3 2017 | $1,917,000 | -5.2% | 31,925 | -8.8% | 0.00% | 0.0% |
Q2 2017 | $2,022,000 | +37.8% | 34,997 | +34.3% | 0.00% | 0.0% |
Q1 2017 | $1,467,000 | +345.9% | 26,062 | +322.5% | 0.00% | – |
Q4 2016 | $329,000 | -92.4% | 6,168 | -92.6% | 0.00% | -100.0% |
Q3 2016 | $4,313,000 | +914.8% | 83,545 | +877.6% | 0.00% | – |
Q2 2016 | $425,000 | -73.0% | 8,546 | -73.5% | 0.00% | -100.0% |
Q1 2016 | $1,573,000 | +241.2% | 32,215 | +239.6% | 0.00% | – |
Q4 2015 | $461,000 | -77.9% | 9,486 | -79.2% | 0.00% | -100.0% |
Q3 2015 | $2,087,000 | -73.6% | 45,600 | -71.5% | 0.00% | -80.0% |
Q2 2015 | $7,891,000 | +332.6% | 160,037 | +334.8% | 0.01% | +400.0% |
Q1 2015 | $1,824,000 | +638.5% | 36,803 | +631.4% | 0.00% | – |
Q4 2014 | $247,000 | – | 5,032 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |