SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $337,901 | -3.4% | 6,678 | 0.0% | 0.08% | -1.2% |
Q2 2023 | $349,721 | +8.3% | 6,678 | 0.0% | 0.09% | +3.6% |
Q1 2023 | $323,010 | +6.3% | 6,678 | -0.8% | 0.08% | +5.1% |
Q4 2022 | $303,990 | +6.7% | 6,733 | 0.0% | 0.08% | -2.5% |
Q3 2022 | $285,000 | -5.3% | 6,733 | 0.0% | 0.08% | 0.0% |
Q2 2022 | $301,000 | -17.1% | 6,733 | 0.0% | 0.08% | -6.9% |
Q1 2022 | $363,000 | -5.2% | 6,733 | +100.0% | 0.09% | -1.1% |
Q4 2021 | $383,000 | +8.5% | 3,367 | -0.7% | 0.09% | -12.9% |
Q3 2021 | $353,000 | -0.6% | 3,392 | -0.7% | 0.10% | +1.0% |
Q2 2021 | $355,000 | +5.7% | 3,417 | -2.4% | 0.10% | 0.0% |
Q1 2021 | $336,000 | +2.8% | 3,502 | -2.5% | 0.10% | -9.1% |
Q4 2020 | $327,000 | +11.6% | 3,592 | -1.2% | 0.11% | -2.7% |
Q3 2020 | $293,000 | -49.3% | 3,635 | -53.4% | 0.11% | -51.3% |
Q2 2020 | $578,000 | +22.7% | 7,796 | +1.5% | 0.23% | +4.5% |
Q1 2020 | $471,000 | +0.2% | 7,684 | +25.7% | 0.22% | +23.3% |
Q4 2019 | $470,000 | +7.8% | 6,115 | -0.4% | 0.18% | -0.6% |
Q3 2019 | $436,000 | +0.7% | 6,140 | -0.6% | 0.18% | -0.5% |
Q2 2019 | $433,000 | -4.0% | 6,175 | -7.4% | 0.18% | -6.7% |
Q1 2019 | $451,000 | +13.6% | 6,665 | +0.2% | 0.20% | -1.0% |
Q4 2018 | $397,000 | -8.9% | 6,650 | +6.0% | 0.20% | +3.1% |
Q3 2018 | $436,000 | +4.3% | 6,275 | -2.3% | 0.19% | -2.6% |
Q2 2018 | $418,000 | +3.2% | 6,425 | 0.0% | 0.20% | +3.7% |
Q1 2018 | $405,000 | -3.3% | 6,425 | -2.3% | 0.19% | -1.6% |
Q4 2017 | $419,000 | +6.1% | 6,575 | 0.0% | 0.19% | -5.4% |
Q3 2017 | $395,000 | +3.9% | 6,575 | 0.0% | 0.20% | -1.0% |
Q2 2017 | $380,000 | +2.7% | 6,575 | 0.0% | 0.20% | -1.0% |
Q1 2017 | $370,000 | -8.2% | 6,575 | -13.1% | 0.21% | -12.3% |
Q4 2016 | $403,000 | +22.1% | 7,570 | +18.5% | 0.24% | +15.7% |
Q3 2016 | $330,000 | +31.5% | 6,390 | +26.8% | 0.20% | +25.9% |
Q2 2016 | $251,000 | +1.2% | 5,040 | -0.6% | 0.16% | -4.1% |
Q1 2016 | $248,000 | +2.5% | 5,070 | +1.7% | 0.17% | -21.8% |
Q4 2015 | $242,000 | – | 4,985 | – | 0.22% | – |
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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% |