SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $690,286 | -6.1% | 13,642 | -2.8% | 0.08% | -4.8% |
Q2 2023 | $735,380 | -16.1% | 14,042 | -22.5% | 0.08% | -16.8% |
Q1 2023 | $876,175 | +5.9% | 18,114 | -1.1% | 0.10% | +5.2% |
Q4 2022 | $827,058 | +6.6% | 18,318 | 0.0% | 0.10% | -3.0% |
Q3 2022 | $776,000 | -5.1% | 18,318 | 0.0% | 0.10% | 0.0% |
Q2 2022 | $818,000 | -17.7% | 18,318 | -0.8% | 0.10% | -8.3% |
Q1 2022 | $994,000 | -5.6% | 18,458 | +99.5% | 0.11% | +1.9% |
Q4 2021 | $1,053,000 | +9.1% | 9,254 | -0.2% | 0.11% | -44.8% |
Q3 2021 | $965,000 | 0.0% | 9,274 | -0.1% | 0.19% | +0.5% |
Q2 2021 | $965,000 | +7.7% | 9,286 | -0.5% | 0.19% | +1.6% |
Q1 2021 | $896,000 | +5.3% | 9,334 | -0.3% | 0.19% | -1.1% |
Q4 2020 | $851,000 | +12.6% | 9,360 | -0.2% | 0.19% | 0.0% |
Q3 2020 | $756,000 | +3.4% | 9,377 | -5.0% | 0.19% | -3.6% |
Q2 2020 | $731,000 | +21.0% | 9,867 | 0.0% | 0.20% | +5.3% |
Q1 2020 | $604,000 | -29.7% | 9,867 | -11.8% | 0.19% | -15.8% |
Q4 2019 | $859,000 | +8.2% | 11,188 | 0.0% | 0.22% | -0.9% |
Q3 2019 | $794,000 | +9.5% | 11,188 | +8.3% | 0.22% | +6.7% |
Q2 2019 | $725,000 | -1.2% | 10,326 | -4.8% | 0.21% | -7.1% |
Q1 2019 | $734,000 | +33.9% | 10,851 | +18.1% | 0.23% | +20.2% |
Q4 2018 | $548,000 | -1.6% | 9,186 | +14.7% | 0.19% | +6.2% |
Q3 2018 | $557,000 | +25.5% | 8,007 | +17.2% | 0.18% | +14.9% |
Q2 2018 | $444,000 | +0.9% | 6,830 | -2.1% | 0.15% | -11.5% |
Q1 2018 | $440,000 | +1.4% | 6,977 | +2.6% | 0.17% | +3.0% |
Q4 2017 | $434,000 | +7.2% | 6,803 | +0.9% | 0.17% | +3.7% |
Q3 2017 | $405,000 | 0.0% | 6,739 | -4.0% | 0.16% | -5.2% |
Q2 2017 | $405,000 | -13.5% | 7,018 | -15.6% | 0.17% | -18.9% |
Q1 2017 | $468,000 | +18.2% | 8,318 | +12.0% | 0.21% | +7.1% |
Q4 2016 | $396,000 | +15.5% | 7,429 | +11.9% | 0.20% | +5.3% |
Q3 2016 | $343,000 | +38.9% | 6,636 | +33.9% | 0.19% | +29.7% |
Q2 2016 | $247,000 | – | 4,956 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |