FINANCIAL CONSULATE, INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.

Quarter-by-quarter ownership
FINANCIAL CONSULATE, INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$45,525,966
-2.5%
899,723
+0.9%
20.10%
+1.5%
Q2 2023$46,695,483
+13.2%
891,646
+4.5%
19.80%
+37.5%
Q1 2023$41,257,890
+31.2%
852,964
+22.4%
14.39%
+31.1%
Q4 2022$31,455,046
+5.6%
696,679
-1.0%
10.98%
-12.6%
Q3 2022$29,791,000
+20.0%
703,436
+26.6%
12.56%
+8.1%
Q2 2022$24,817,000
-9.9%
555,684
+8.7%
11.63%
+9.9%
Q1 2022$27,540,000
+3.9%
511,412
+119.6%
10.58%
+15.0%
Q4 2021$26,509,000
+15.6%
232,902
+5.7%
9.19%
+10.7%
Q3 2021$22,922,000
+4.7%
220,337
+4.7%
8.31%
+5.3%
Q2 2021$21,887,000
+13.4%
210,509
+4.8%
7.89%
+0.8%
Q1 2021$19,298,000
+10.1%
200,959
+4.3%
7.83%
+3.5%
Q4 2020$17,526,000
+14.8%
192,703
+1.7%
7.56%
+4.3%
Q3 2020$15,272,000
+11.7%
189,405
+2.6%
7.25%
+4.4%
Q2 2020$13,674,000
+12.3%
184,534
-7.2%
6.95%
-4.0%
Q1 2020$12,180,000
-62.9%
198,854
-53.5%
7.23%
-50.1%
Q4 2019$32,845,000
+59.6%
427,617
+47.4%
14.50%
+61.9%
Q3 2019$20,579,000
+2.1%
290,129
+1.0%
8.96%
-1.2%
Q2 2019$20,153,000
+244.0%
287,119
+231.3%
9.07%
+238.6%
Q1 2019$5,859,000
-13.6%
86,665
-23.7%
2.68%
-34.2%
Q4 2018$6,781,000
+71.0%
113,584
+99.2%
4.07%
+80.4%
Q3 2018$3,965,000
-75.7%
57,007
-77.3%
2.26%
-72.7%
Q2 2018$16,334,000
+7.6%
251,324
+4.4%
8.27%
+2.9%
Q1 2018$15,180,000
+3.5%
240,651
+4.7%
8.04%
+7.3%
Q4 2017$14,664,000
+14.2%
229,917
+7.5%
7.49%
+7.2%
Q3 2017$12,840,000
-26.8%
213,864
-29.5%
6.99%
-32.2%
Q2 2017$17,531,000
+8.7%
303,457
+5.9%
10.31%
+0.2%
Q1 2017$16,131,000
+4.2%
286,672
-1.4%
10.29%
-8.5%
Q4 2016$15,485,000
-0.7%
290,750
-3.8%
11.24%
-19.0%
Q3 2016$15,600,000
-11.2%
302,199
-14.4%
13.89%
+3.3%
Q2 2016$17,575,000
+3.4%
353,125
+1.5%
13.45%
+15.2%
Q1 2016$16,994,000
+7.6%
347,961
+7.0%
11.68%
+3.9%
Q4 2015$15,801,000
+10.3%
325,323
+3.9%
11.24%
-9.8%
Q3 2015$14,321,000
-27.2%
312,969
-21.5%
12.46%
-14.1%
Q2 2015$19,661,000
-10.2%
398,722
-10.7%
14.51%
+0.5%
Q4 2014$21,904,000446,55814.43%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
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