SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 488 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,517,668 | +4.9% | 85,878 | +1.3% | 0.23% | +5.0% |
Q1 2024 | $5,258,908 | +6.9% | 84,739 | -2.8% | 0.22% | -0.5% |
Q4 2023 | $4,919,434 | +12.2% | 87,224 | +0.6% | 0.22% | +2.3% |
Q3 2023 | $4,386,362 | -1.6% | 86,687 | +1.9% | 0.21% | +3.9% |
Q2 2023 | $4,457,158 | +7.0% | 85,109 | -1.2% | 0.21% | -1.4% |
Q1 2023 | $4,166,156 | +7.2% | 86,131 | +0.1% | 0.21% | +3.5% |
Q4 2022 | $3,885,654 | +6.3% | 86,061 | -0.3% | 0.20% | +0.5% |
Q3 2022 | $3,654,000 | -13.0% | 86,285 | -8.3% | 0.20% | -7.8% |
Q2 2022 | $4,201,000 | -15.9% | 94,072 | +1.4% | 0.22% | +1.9% |
Q1 2022 | $4,998,000 | -0.6% | 92,808 | +110.2% | 0.21% | +5.9% |
Q4 2021 | $5,026,000 | +10.1% | 44,157 | +0.7% | 0.20% | +3.6% |
Q3 2021 | $4,563,000 | -0.2% | 43,862 | -0.3% | 0.20% | +3.2% |
Q2 2021 | $4,574,000 | +7.5% | 43,995 | -0.7% | 0.19% | -1.6% |
Q1 2021 | $4,256,000 | +5.4% | 44,321 | -0.2% | 0.19% | +4.9% |
Q4 2020 | $4,038,000 | +8.9% | 44,402 | -3.4% | 0.18% | -1.1% |
Q3 2020 | $3,708,000 | -0.3% | 45,984 | -8.4% | 0.18% | -8.9% |
Q2 2020 | $3,719,000 | +3.9% | 50,186 | -14.2% | 0.20% | -12.9% |
Q1 2020 | $3,581,000 | +6.8% | 58,460 | +33.9% | 0.23% | +37.9% |
Q4 2019 | $3,353,000 | +10.3% | 43,655 | +1.8% | 0.17% | +5.6% |
Q3 2019 | $3,040,000 | +0.9% | 42,865 | -0.2% | 0.16% | +2.6% |
Q2 2019 | $3,014,000 | +8.5% | 42,940 | +4.5% | 0.16% | +4.7% |
Q1 2019 | $2,778,000 | +13.2% | 41,085 | -0.1% | 0.15% | +43.3% |
Q4 2018 | $2,455,000 | -8.7% | 41,117 | +6.4% | 0.10% | +8.3% |
Q3 2018 | $2,689,000 | +14.5% | 38,655 | +7.0% | 0.10% | +7.9% |
Q2 2018 | $2,348,000 | +6.6% | 36,135 | +3.5% | 0.09% | +6.0% |
Q1 2018 | $2,202,000 | +8.0% | 34,901 | +9.2% | 0.08% | +12.0% |
Q4 2017 | $2,038,000 | +20.6% | 31,951 | +13.5% | 0.08% | +15.4% |
Q3 2017 | $1,690,000 | +4.9% | 28,142 | +0.9% | 0.06% | +3.2% |
Q2 2017 | $1,611,000 | +16.5% | 27,882 | +13.4% | 0.06% | +12.5% |
Q1 2017 | $1,383,000 | +23.0% | 24,577 | +16.5% | 0.06% | +14.3% |
Q4 2016 | $1,124,000 | +21.4% | 21,105 | +17.6% | 0.05% | +14.0% |
Q3 2016 | $926,000 | +2.2% | 17,944 | -1.5% | 0.04% | +2.4% |
Q2 2016 | $906,000 | -3.3% | 18,213 | -5.0% | 0.04% | -10.6% |
Q1 2016 | $937,000 | – | 19,180 | – | 0.05% | – |
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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% |