SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,732,043 | +1.0% | 38,362 | -5.2% | 0.43% | +17.1% |
Q3 2022 | $1,715,000 | +34.3% | 40,485 | +41.6% | 0.37% | +33.2% |
Q2 2022 | $1,277,000 | -16.8% | 28,586 | +0.3% | 0.28% | +12.6% |
Q1 2022 | $1,535,000 | -37.5% | 28,499 | +32.0% | 0.25% | -31.3% |
Q4 2021 | $2,457,000 | +8.4% | 21,588 | -0.9% | 0.36% | +6.2% |
Q3 2021 | $2,267,000 | -2.9% | 21,793 | -3.0% | 0.34% | -1.2% |
Q2 2021 | $2,335,000 | -1.3% | 22,461 | -8.8% | 0.34% | -11.4% |
Q1 2021 | $2,366,000 | -5.0% | 24,639 | -10.0% | 0.38% | -10.9% |
Q4 2020 | $2,490,000 | +20.9% | 27,381 | +12.5% | 0.43% | +10.8% |
Q3 2020 | $2,059,000 | -75.2% | 24,330 | -76.4% | 0.39% | -78.4% |
Q2 2020 | $8,291,000 | +10.3% | 103,134 | -4.1% | 1.81% | -7.6% |
Q1 2020 | $7,514,000 | -68.2% | 107,548 | -64.0% | 1.96% | -70.5% |
Q4 2019 | $23,658,000 | +7.5% | 298,712 | -2.8% | 6.63% | -13.6% |
Q3 2019 | $22,013,000 | +0.8% | 307,442 | -0.6% | 7.68% | -16.5% |
Q2 2019 | $21,833,000 | +0.7% | 309,256 | +0.3% | 9.20% | -0.1% |
Q1 2019 | $21,689,000 | +6.1% | 308,305 | +0.1% | 9.21% | -12.8% |
Q4 2018 | $20,445,000 | +57.2% | 307,858 | +52.0% | 10.56% | +45.1% |
Q3 2018 | $13,006,000 | +29.4% | 202,494 | +30.9% | 7.28% | +24.3% |
Q2 2018 | $10,054,000 | +26.3% | 154,699 | +22.5% | 5.86% | +12.7% |
Q1 2018 | $7,963,000 | +1.9% | 126,238 | +3.0% | 5.20% | +3.3% |
Q4 2017 | $7,813,000 | – | 122,505 | – | 5.03% | – |
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% |