SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $335,000 | -27.3% | 6,219 | +53.6% | 0.03% | -27.8% |
Q4 2021 | $461,000 | +13.8% | 4,049 | +4.0% | 0.04% | -2.7% |
Q3 2021 | $405,000 | +4.1% | 3,893 | +4.0% | 0.04% | +2.8% |
Q2 2021 | $389,000 | +27.5% | 3,743 | +18.0% | 0.04% | +20.0% |
Q1 2021 | $305,000 | -25.1% | 3,173 | -29.0% | 0.03% | -34.8% |
Q4 2020 | $407,000 | +20.1% | 4,471 | -2.2% | 0.05% | -2.1% |
Q2 2020 | $339,000 | -23.6% | 4,572 | -20.9% | 0.05% | -39.0% |
Q4 2019 | $444,000 | -7.5% | 5,778 | -14.6% | 0.08% | -14.4% |
Q3 2019 | $480,000 | +112.4% | 6,769 | +88.9% | 0.09% | +57.9% |
Q1 2018 | $226,000 | 0.0% | 3,583 | +1.0% | 0.06% | 0.0% |
Q4 2017 | $226,000 | +6.1% | 3,548 | +0.1% | 0.06% | +3.6% |
Q3 2017 | $213,000 | -41.5% | 3,544 | -45.2% | 0.06% | -50.5% |
Q1 2017 | $364,000 | -54.5% | 6,468 | -57.0% | 0.11% | -58.1% |
Q4 2016 | $800,000 | – | 15,029 | – | 0.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |