SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $403,156 | -4.5% | 7,968 | -1.2% | 0.07% | +1.4% |
Q2 2023 | $422,358 | -2.4% | 8,065 | -9.9% | 0.07% | -5.5% |
Q1 2023 | $432,955 | -0.7% | 8,951 | -7.3% | 0.07% | -3.9% |
Q4 2022 | $435,842 | +3.8% | 9,653 | -2.7% | 0.08% | -6.2% |
Q3 2022 | $420,000 | -5.0% | 9,919 | +0.3% | 0.08% | 0.0% |
Q2 2022 | $442,000 | -17.8% | 9,892 | -1.0% | 0.08% | -5.8% |
Q1 2022 | $538,000 | -5.8% | 9,992 | +99.2% | 0.09% | +1.2% |
Q4 2021 | $571,000 | +4.6% | 5,017 | -4.5% | 0.08% | -4.5% |
Q3 2021 | $546,000 | +0.2% | 5,252 | +0.2% | 0.09% | +2.3% |
Q2 2021 | $545,000 | +3.2% | 5,242 | -4.6% | 0.09% | +1.2% |
Q1 2021 | $528,000 | +7.1% | 5,497 | +1.5% | 0.09% | +3.6% |
Q4 2020 | $493,000 | +23.2% | 5,418 | +9.2% | 0.08% | +15.3% |
Q3 2020 | $400,000 | +9.6% | 4,961 | +0.8% | 0.07% | +4.3% |
Q2 2020 | $365,000 | +11.3% | 4,922 | -8.2% | 0.07% | -2.8% |
Q1 2020 | $328,000 | -10.1% | 5,359 | +12.6% | 0.07% | +16.4% |
Q4 2019 | $365,000 | +10.6% | 4,758 | +2.3% | 0.06% | +5.2% |
Q3 2019 | $330,000 | +4.4% | 4,650 | +3.3% | 0.06% | +1.8% |
Q2 2019 | $316,000 | +4.6% | 4,502 | +0.8% | 0.06% | +3.6% |
Q1 2019 | $302,000 | +14.8% | 4,467 | +1.2% | 0.06% | +1.9% |
Q4 2018 | $263,000 | -10.8% | 4,412 | +4.1% | 0.05% | 0.0% |
Q3 2018 | $295,000 | +7.3% | 4,239 | +0.3% | 0.05% | +3.8% |
Q2 2018 | $275,000 | +3.0% | 4,228 | 0.0% | 0.05% | 0.0% |
Q1 2018 | $267,000 | +0.8% | 4,228 | +1.6% | 0.05% | +10.6% |
Q4 2017 | $265,000 | +6.4% | 4,161 | +0.4% | 0.05% | +4.4% |
Q3 2017 | $249,000 | +4.6% | 4,144 | +0.4% | 0.04% | +2.3% |
Q2 2017 | $238,000 | +6.7% | 4,127 | +4.2% | 0.04% | +7.3% |
Q1 2017 | $223,000 | +1.4% | 3,961 | -4.2% | 0.04% | -2.4% |
Q4 2016 | $220,000 | +8.4% | 4,134 | +5.0% | 0.04% | +5.0% |
Q3 2016 | $203,000 | -7.7% | 3,936 | -18.1% | 0.04% | -18.4% |
Q3 2015 | $220,000 | – | 4,803 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |