SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 613 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 2024 | $385,115 | +17.8% | 5,994 | +13.8% | 0.01% | +12.5% |
Q1 2024 | $326,933 | +10.0% | 5,268 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $297,116 | +11.5% | 5,268 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $266,561 | -3.4% | 5,268 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $275,886 | +8.3% | 5,268 | 0.0% | 0.01% | +14.3% |
Q1 2023 | $254,814 | +7.1% | 5,268 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $237,850 | -6.4% | 5,268 | -12.2% | 0.01% | -22.2% |
Q3 2022 | $254,000 | -6.3% | 6,000 | -1.0% | 0.01% | 0.0% |
Q2 2022 | $271,000 | -16.1% | 6,061 | +1.0% | 0.01% | 0.0% |
Q1 2022 | $323,000 | -5.3% | 6,000 | +100.0% | 0.01% | -10.0% |
Q4 2021 | $341,000 | +9.3% | 3,000 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $312,000 | 0.0% | 3,000 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $312,000 | +24.3% | 3,000 | +14.8% | 0.01% | +10.0% |
Q1 2021 | $251,000 | +20.7% | 2,613 | +14.5% | 0.01% | +11.1% |
Q4 2020 | $208,000 | +10.6% | 2,282 | -1.9% | 0.01% | 0.0% |
Q3 2020 | $188,000 | +6.8% | 2,327 | -1.9% | 0.01% | 0.0% |
Q2 2020 | $176,000 | +21.4% | 2,372 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $145,000 | -20.3% | 2,372 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $182,000 | +279.2% | 2,372 | +253.0% | 0.01% | +200.0% |
Q3 2019 | $48,000 | 0.0% | 672 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $48,000 | +41.2% | 672 | +33.9% | 0.00% | +50.0% |
Q1 2019 | $34,000 | +13.3% | 502 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $30,000 | -14.3% | 502 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $35,000 | +6.1% | 502 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $33,000 | +3.1% | 502 | -1.6% | 0.00% | 0.0% |
Q1 2018 | $32,000 | 0.0% | 510 | +1.6% | 0.00% | 0.0% |
Q4 2017 | $32,000 | -68.3% | 502 | -75.8% | 0.00% | -75.0% |
Q4 2015 | $101,000 | – | 2,074 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |