SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $151,116 | +3.5% | 2,352 | -0.0% | 0.06% | -7.4% |
Q1 2024 | $146,027 | +6.4% | 2,353 | -3.3% | 0.07% | -4.2% |
Q4 2023 | $137,221 | +11.5% | 2,433 | 0.0% | 0.07% | -6.6% |
Q3 2023 | $123,110 | -22.7% | 2,433 | -20.0% | 0.08% | -18.3% |
Q2 2023 | $159,205 | +8.0% | 3,040 | -0.2% | 0.09% | -3.1% |
Q1 2023 | $147,383 | +7.1% | 3,047 | 0.0% | 0.10% | -5.0% |
Q4 2022 | $137,572 | +6.6% | 3,047 | +0.2% | 0.10% | +1.0% |
Q3 2022 | $129,000 | -4.4% | 3,042 | +0.3% | 0.10% | +9.9% |
Q2 2022 | $135,000 | -17.2% | 3,033 | +0.0% | 0.09% | +3.4% |
Q1 2022 | $163,000 | -5.8% | 3,032 | +100.0% | 0.09% | +37.5% |
Q4 2021 | $173,000 | +9.5% | 1,516 | 0.0% | 0.06% | +1.6% |
Q3 2021 | $158,000 | 0.0% | 1,516 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $158,000 | +8.2% | 1,516 | 0.0% | 0.06% | -1.6% |
Q1 2021 | $146,000 | +5.8% | 1,516 | 0.0% | 0.06% | +8.5% |
Q4 2020 | $138,000 | +8.7% | 1,516 | -4.0% | 0.06% | -6.3% |
Q3 2020 | $127,000 | +4.1% | 1,579 | -3.9% | 0.06% | -8.7% |
Q2 2020 | $122,000 | +20.8% | 1,643 | -0.2% | 0.07% | -19.8% |
Q1 2020 | $101,000 | +38.4% | 1,646 | +74.0% | 0.09% | +43.3% |
Q4 2019 | $73,000 | – | 946 | – | 0.06% | – |
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% |