SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $54,936,150 | +17.9% | 1,085,695 | +22.0% | 0.71% | +22.1% |
Q2 2023 | $46,607,801 | +13.9% | 889,971 | +5.2% | 0.58% | +6.4% |
Q1 2023 | $40,924,870 | +4.2% | 846,080 | -2.8% | 0.54% | +1.3% |
Q4 2022 | $39,292,184 | +4.9% | 870,259 | -1.6% | 0.54% | -3.4% |
Q3 2022 | $37,460,000 | -5.7% | 884,529 | -0.6% | 0.56% | -1.6% |
Q2 2022 | $39,735,000 | -17.3% | 889,719 | -0.3% | 0.56% | -5.4% |
Q1 2022 | $48,066,000 | -3.1% | 892,596 | +105.0% | 0.60% | -1.8% |
Q4 2021 | $49,579,000 | +13.6% | 435,514 | +3.8% | 0.61% | +3.8% |
Q3 2021 | $43,652,000 | +4.1% | 419,611 | +4.1% | 0.58% | +0.9% |
Q2 2021 | $41,916,000 | +9.2% | 403,152 | +0.8% | 0.58% | +0.5% |
Q1 2021 | $38,398,000 | +16.3% | 399,857 | +10.2% | 0.58% | +4.9% |
Q4 2020 | $33,013,000 | +26.8% | 362,982 | +12.4% | 0.55% | +14.1% |
Q3 2020 | $26,030,000 | +9.3% | 322,838 | +0.4% | 0.48% | 0.0% |
Q2 2020 | $23,824,000 | +22.4% | 321,510 | +1.1% | 0.48% | +11.8% |
Q1 2020 | $19,469,000 | -25.1% | 317,867 | -6.1% | 0.43% | -11.9% |
Q4 2019 | $25,996,000 | +8.5% | 338,441 | +0.2% | 0.49% | +2.5% |
Q3 2019 | $23,965,000 | +9.0% | 337,872 | +7.7% | 0.48% | +4.8% |
Q2 2019 | $21,993,000 | +4.8% | 313,614 | +1.1% | 0.46% | +1.6% |
Q1 2019 | $20,980,000 | +20.3% | 310,181 | +5.8% | 0.45% | +5.7% |
Q4 2018 | $17,442,000 | -4.3% | 293,202 | +11.8% | 0.42% | +4.7% |
Q3 2018 | $18,230,000 | -7.8% | 262,201 | -13.8% | 0.40% | -16.5% |
Q2 2018 | $19,770,000 | +16.7% | 304,160 | +13.2% | 0.48% | +12.0% |
Q1 2018 | $16,948,000 | +6.6% | 268,680 | +7.7% | 0.43% | +9.1% |
Q4 2017 | $15,904,000 | +7.6% | 249,357 | +1.3% | 0.40% | +1.5% |
Q3 2017 | $14,785,000 | +12.5% | 246,258 | +8.2% | 0.39% | +6.8% |
Q2 2017 | $13,147,000 | +33.3% | 227,590 | +29.8% | 0.37% | +28.4% |
Q1 2017 | $9,864,000 | +67.6% | 175,313 | +58.7% | 0.28% | +57.5% |
Q4 2016 | $5,885,000 | +60.7% | 110,499 | +55.8% | 0.18% | +54.7% |
Q3 2016 | $3,661,000 | +91.6% | 70,934 | +84.7% | 0.12% | +85.7% |
Q2 2016 | $1,911,000 | +6.9% | 38,404 | +4.9% | 0.06% | 0.0% |
Q1 2016 | $1,787,000 | +252.5% | 36,609 | +250.1% | 0.06% | +250.0% |
Q4 2015 | $507,000 | – | 10,458 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |