SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 701 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $656 | +6.3% | 10,572 | -3.4% | 0.15% | -1.3% |
Q4 2023 | $617 | +5.8% | 10,949 | -5.0% | 0.15% | +0.7% |
Q3 2023 | $583 | +2.3% | 11,528 | -2.2% | 0.15% | +22.4% |
Q1 2023 | $570 | +6.7% | 11,793 | -0.4% | 0.12% | -2.3% |
Q4 2022 | $534 | -99.9% | 11,838 | 0.0% | 0.13% | -7.2% |
Q3 2022 | $501,000 | -5.3% | 11,838 | 0.0% | 0.14% | -4.2% |
Q2 2022 | $529,000 | -17.0% | 11,838 | 0.0% | 0.14% | -11.1% |
Q1 2022 | $637,000 | -6.2% | 11,838 | +98.4% | 0.16% | -11.0% |
Q4 2021 | $679,000 | +4.1% | 5,968 | -4.8% | 0.18% | -19.1% |
Q2 2021 | $652,000 | +10.7% | 6,268 | +3.5% | 0.22% | +4.7% |
Q1 2021 | $589,000 | +16.4% | 6,058 | +9.0% | 0.22% | -5.7% |
Q4 2020 | $506,000 | +15.8% | 5,559 | +2.5% | 0.23% | -1.7% |
Q3 2020 | $437,000 | +8.7% | 5,423 | 0.0% | 0.23% | -0.9% |
Q2 2020 | $402,000 | +21.1% | 5,423 | 0.0% | 0.23% | +1.7% |
Q1 2020 | $332,000 | -20.4% | 5,423 | 0.0% | 0.23% | -9.1% |
Q4 2019 | $417,000 | – | 5,423 | – | 0.25% | – |
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% |