SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is 0.04 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $1,009,000 | -2.6% | 9,702 | -2.6% | 0.14% | -2.7% |
Q2 2021 | $1,036,000 | +7.6% | 9,963 | -0.6% | 0.15% | 0.0% |
Q1 2021 | $963,000 | -1.3% | 10,027 | -6.6% | 0.15% | -7.0% |
Q4 2020 | $976,000 | +6.9% | 10,730 | -5.2% | 0.16% | -4.8% |
Q3 2020 | $913,000 | -1.1% | 11,321 | -9.1% | 0.17% | -10.3% |
Q2 2020 | $923,000 | -16.9% | 12,453 | -31.4% | 0.18% | -31.2% |
Q1 2020 | $1,111,000 | -20.2% | 18,144 | +0.1% | 0.27% | +6.3% |
Q4 2019 | $1,392,000 | +9.1% | 18,122 | +0.7% | 0.25% | +1.2% |
Q3 2019 | $1,276,000 | -0.9% | 17,991 | -2.0% | 0.25% | -3.5% |
Q2 2019 | $1,288,000 | -1.4% | 18,350 | -5.0% | 0.26% | -4.1% |
Q1 2019 | $1,306,000 | +20.5% | 19,322 | +6.5% | 0.27% | +7.6% |
Q4 2018 | $1,084,000 | -8.1% | 18,150 | +7.1% | 0.25% | +4.1% |
Q3 2018 | $1,179,000 | +5.6% | 16,946 | -1.4% | 0.24% | +5.7% |
Q2 2018 | $1,117,000 | +7.7% | 17,184 | +4.6% | 0.23% | +3.2% |
Q1 2018 | $1,037,000 | -1.3% | 16,435 | -0.3% | 0.22% | +0.9% |
Q4 2017 | $1,051,000 | +3.9% | 16,486 | -2.2% | 0.22% | -1.8% |
Q3 2017 | $1,012,000 | +3.8% | 16,851 | -0.2% | 0.22% | +1.4% |
Q2 2017 | $975,000 | +14.2% | 16,880 | +11.2% | 0.22% | +7.3% |
Q1 2017 | $854,000 | +42.6% | 15,180 | +34.9% | 0.20% | +28.1% |
Q4 2016 | $599,000 | +40.0% | 11,249 | +35.6% | 0.16% | +37.9% |
Q3 2016 | $428,000 | +11.2% | 8,298 | +7.4% | 0.12% | +8.4% |
Q2 2016 | $385,000 | +63.8% | 7,728 | +60.9% | 0.11% | +67.2% |
Q1 2014 | $235,000 | – | 4,804 | – | 0.06% | – |
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% |