SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 600 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,012,577 | +2.5% | 15,760 | -1.0% | 0.13% | -1.5% |
Q1 2024 | $987,869 | +8.9% | 15,918 | -1.0% | 0.13% | -1.5% |
Q4 2023 | $907,192 | +109464.3% | 16,085 | -1.7% | 0.13% | -1.5% |
Q3 2023 | $828 | +0.1% | 16,360 | +3.6% | 0.13% | -5.0% |
Q2 2023 | $827 | +6.8% | 15,784 | -1.3% | 0.14% | -1.4% |
Q1 2023 | $774 | +8.4% | 15,999 | +1.1% | 0.14% | 0.0% |
Q4 2022 | $714 | -99.9% | 15,822 | -0.1% | 0.14% | 0.0% |
Q3 2022 | $671,000 | -9.9% | 15,839 | -5.1% | 0.14% | +6.7% |
Q2 2022 | $745,000 | -17.2% | 16,685 | -0.2% | 0.13% | -6.3% |
Q1 2022 | $900,000 | -0.8% | 16,714 | +109.7% | 0.14% | +13.5% |
Q4 2021 | $907,000 | +9.7% | 7,971 | +0.3% | 0.13% | 0.0% |
Q3 2021 | $827,000 | +11.5% | 7,948 | +2.8% | 0.13% | +5.0% |
Q1 2021 | $742,000 | +7.4% | 7,730 | +1.7% | 0.12% | +4.3% |
Q4 2020 | $691,000 | +9.0% | 7,603 | -3.4% | 0.12% | -2.5% |
Q3 2020 | $634,000 | +1.6% | 7,869 | -6.5% | 0.12% | -12.6% |
Q2 2020 | $624,000 | +10.4% | 8,415 | -8.8% | 0.14% | -6.9% |
Q1 2020 | $565,000 | -22.3% | 9,225 | -2.6% | 0.14% | +5.8% |
Q4 2019 | $727,000 | +9.2% | 9,468 | +0.9% | 0.14% | -7.4% |
Q3 2019 | $666,000 | +0.2% | 9,387 | -0.9% | 0.15% | -42.9% |
Q2 2019 | $665,000 | +1.1% | 9,470 | -2.7% | 0.26% | +5.3% |
Q1 2019 | $658,000 | +14.8% | 9,732 | +1.5% | 0.25% | -5.4% |
Q4 2018 | $573,000 | +10.0% | 9,592 | +28.0% | 0.26% | +18.2% |
Q3 2018 | $521,000 | +1.2% | 7,495 | -5.4% | 0.22% | -2.7% |
Q2 2018 | $515,000 | +0.8% | 7,926 | -2.1% | 0.23% | -0.4% |
Q1 2018 | $511,000 | -4.7% | 8,097 | -3.7% | 0.23% | +0.4% |
Q4 2017 | $536,000 | +6.1% | 8,409 | -0.1% | 0.23% | -0.9% |
Q3 2017 | $505,000 | +6.3% | 8,416 | +2.3% | 0.23% | -2.1% |
Q2 2017 | $475,000 | +5.3% | 8,223 | +2.5% | 0.23% | +2.6% |
Q1 2017 | $451,000 | – | 8,021 | – | 0.23% | – |
Download |
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% |