SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $595,080 | +28.2% | 11,363 | +18.5% | 0.12% | +9.7% |
Q1 2023 | $464,013 | +5.2% | 9,593 | -1.8% | 0.11% | +2.7% |
Q4 2022 | $440,980 | -2.0% | 9,767 | -2.5% | 0.11% | -7.6% |
Q3 2022 | $450,000 | +7.7% | 10,015 | +6.9% | 0.12% | -2.5% |
Q2 2022 | $418,000 | -17.1% | 9,368 | 0.0% | 0.12% | -22.8% |
Q1 2022 | $504,000 | -2.5% | 9,368 | +106.3% | 0.16% | -1.9% |
Q4 2021 | $517,000 | +8.4% | 4,540 | -1.0% | 0.16% | -1.8% |
Q3 2021 | $477,000 | -0.8% | 4,585 | -0.9% | 0.16% | -1.8% |
Q2 2021 | $481,000 | -2.2% | 4,626 | -9.6% | 0.17% | -12.1% |
Q1 2021 | $492,000 | +5.6% | 5,119 | 0.0% | 0.19% | -8.2% |
Q4 2020 | $466,000 | +1.5% | 5,119 | -10.1% | 0.21% | -9.6% |
Q3 2020 | $459,000 | +8.8% | 5,694 | 0.0% | 0.23% | +0.4% |
Q2 2020 | $422,000 | +22.0% | 5,694 | +0.7% | 0.23% | -0.4% |
Q1 2020 | $346,000 | -20.3% | 5,653 | 0.0% | 0.23% | -6.9% |
Q4 2019 | $434,000 | +8.2% | 5,653 | 0.0% | 0.25% | +2.1% |
Q3 2019 | $401,000 | +1.0% | 5,653 | 0.0% | 0.24% | 0.0% |
Q2 2019 | $397,000 | +3.9% | 5,653 | 0.0% | 0.24% | -1.2% |
Q1 2019 | $382,000 | +6.4% | 5,653 | -5.9% | 0.24% | -5.4% |
Q4 2018 | $359,000 | -11.8% | 6,009 | -1.1% | 0.26% | -5.1% |
Q3 2018 | $407,000 | +20.4% | 6,074 | +16.7% | 0.27% | +9.2% |
Q2 2018 | $338,000 | +12.7% | 5,205 | +9.4% | 0.25% | +9.2% |
Q1 2018 | $300,000 | -1.3% | 4,759 | 0.0% | 0.23% | -16.8% |
Q4 2017 | $304,000 | – | 4,759 | – | 0.27% | – |
Download |
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% |