SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,155,613 | +0.3% | 42,601 | +3.8% | 0.05% | -6.1% |
Q2 2023 | $2,149,546 | +13.7% | 41,045 | +5.0% | 0.05% | -2.0% |
Q1 2023 | $1,890,339 | -37.1% | 39,080 | -41.3% | 0.05% | -34.2% |
Q4 2022 | $3,007,689 | +95.4% | 66,615 | +83.4% | 0.08% | +76.7% |
Q3 2022 | $1,539,000 | -2.8% | 36,328 | +2.4% | 0.04% | +7.5% |
Q2 2022 | $1,584,000 | -12.1% | 35,469 | +6.0% | 0.04% | 0.0% |
Q1 2022 | $1,803,000 | +2.2% | 33,475 | +116.0% | 0.04% | +2.6% |
Q4 2021 | $1,764,000 | +16.0% | 15,500 | +6.0% | 0.04% | 0.0% |
Q3 2021 | $1,521,000 | +7.5% | 14,624 | +7.5% | 0.04% | +11.4% |
Q2 2021 | $1,415,000 | +10.8% | 13,608 | +2.4% | 0.04% | 0.0% |
Q1 2021 | $1,277,000 | +53.5% | 13,294 | +45.3% | 0.04% | +40.0% |
Q4 2020 | $832,000 | -23.0% | 9,150 | -31.7% | 0.02% | -28.6% |
Q3 2020 | $1,080,000 | +6.4% | 13,395 | -2.2% | 0.04% | -2.8% |
Q2 2020 | $1,015,000 | +25.0% | 13,693 | +3.3% | 0.04% | -2.7% |
Q1 2020 | $812,000 | -27.6% | 13,259 | -9.2% | 0.04% | -15.9% |
Q4 2019 | $1,121,000 | +6.9% | 14,595 | -1.3% | 0.04% | -2.2% |
Q3 2019 | $1,049,000 | -3.7% | 14,784 | -4.7% | 0.04% | -4.3% |
Q2 2019 | $1,089,000 | -6.8% | 15,517 | -10.2% | 0.05% | -11.3% |
Q1 2019 | $1,169,000 | +12.2% | 17,284 | -0.9% | 0.05% | -1.9% |
Q4 2018 | $1,042,000 | -7.0% | 17,448 | +8.3% | 0.05% | +8.0% |
Q3 2018 | $1,121,000 | +4.7% | 16,115 | -2.3% | 0.05% | +4.2% |
Q2 2018 | $1,071,000 | -2.5% | 16,487 | -5.4% | 0.05% | +4.3% |
Q1 2018 | $1,099,000 | +50.1% | 17,420 | +51.7% | 0.05% | +39.4% |
Q4 2017 | $732,000 | +10.7% | 11,480 | +4.2% | 0.03% | +6.5% |
Q3 2017 | $661,000 | -6.9% | 11,017 | -10.4% | 0.03% | -16.2% |
Q2 2017 | $710,000 | +4.0% | 12,293 | +1.3% | 0.04% | -5.1% |
Q1 2017 | $683,000 | +5.1% | 12,132 | -0.6% | 0.04% | -2.5% |
Q4 2016 | $650,000 | +12.7% | 12,211 | +9.2% | 0.04% | +2.6% |
Q3 2016 | $577,000 | – | 11,181 | – | 0.04% | – |
Download |
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% |