SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 452 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,912,676 | +4.5% | 29,769 | +0.9% | 0.14% | -1.5% |
Q1 2024 | $1,830,725 | +11.5% | 29,499 | +1.3% | 0.14% | -5.5% |
Q4 2023 | $1,641,747 | +9.6% | 29,109 | -1.6% | 0.14% | +2.8% |
Q3 2023 | $1,497,616 | +47.4% | 29,597 | +52.5% | 0.14% | +50.0% |
Q2 2023 | $1,016,304 | +6.9% | 19,406 | -1.3% | 0.09% | -8.7% |
Q1 2023 | $950,579 | -6.4% | 19,652 | -12.6% | 0.10% | -14.2% |
Q4 2022 | $1,015,060 | +6.7% | 22,482 | +0.1% | 0.12% | -10.4% |
Q3 2022 | $951,000 | -9.2% | 22,457 | +5.1% | 0.13% | -2.2% |
Q2 2022 | $1,047,000 | -9.9% | 21,361 | -1.0% | 0.14% | -58.4% |
Q1 2022 | $1,162,000 | +0.6% | 21,570 | +112.6% | 0.33% | +6.5% |
Q4 2021 | $1,155,000 | -0.5% | 10,144 | -9.1% | 0.31% | +3.3% |
Q3 2021 | $1,161,000 | +0.2% | 11,163 | +0.1% | 0.30% | -2.6% |
Q2 2021 | $1,159,000 | -16.4% | 11,155 | -22.8% | 0.31% | -24.8% |
Q1 2021 | $1,387,000 | -2.5% | 14,453 | -7.6% | 0.41% | -4.9% |
Q4 2020 | $1,423,000 | -3.6% | 15,648 | -14.5% | 0.43% | +2.1% |
Q3 2020 | $1,476,000 | +4.5% | 18,306 | -3.9% | 0.42% | -21.5% |
Q2 2020 | $1,412,000 | -51.4% | 19,051 | -59.8% | 0.54% | -50.4% |
Q1 2020 | $2,904,000 | -66.1% | 47,414 | -57.5% | 1.08% | -65.3% |
Q4 2019 | $8,573,000 | +3517.3% | 111,607 | +2709.8% | 3.11% | +3511.6% |
Q4 2018 | $237,000 | -31.3% | 3,972 | -19.9% | 0.09% | -38.1% |
Q3 2018 | $345,000 | +1.2% | 4,959 | -5.5% | 0.14% | -4.1% |
Q2 2018 | $341,000 | -8.6% | 5,249 | -11.2% | 0.14% | -7.1% |
Q1 2018 | $373,000 | -7.7% | 5,909 | -1.5% | 0.16% | -13.3% |
Q4 2017 | $404,000 | +9.8% | 6,000 | -2.1% | 0.18% | +35.3% |
Q3 2017 | $368,000 | +6.7% | 6,129 | +2.5% | 0.13% | -31.8% |
Q2 2017 | $345,000 | +315.7% | 5,977 | +304.7% | 0.20% | +298.0% |
Q1 2017 | $83,000 | – | 1,477 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |