SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $20,125,405 | +3.4% | 312,861 | -0.2% | 0.65% | +1.6% |
Q1 2024 | $19,454,581 | +10.9% | 313,480 | +0.8% | 0.64% | +6.3% |
Q4 2023 | $17,545,031 | +12.8% | 311,082 | +1.2% | 0.60% | +1.3% |
Q3 2023 | $15,560,006 | -0.5% | 307,510 | +3.0% | 0.59% | +4.4% |
Q2 2023 | $15,642,134 | +11.0% | 298,685 | +2.6% | 0.57% | +0.7% |
Q1 2023 | $14,085,828 | +8.2% | 291,210 | +1.0% | 0.56% | +1.3% |
Q4 2022 | $13,023,518 | +11.0% | 288,450 | +4.1% | 0.56% | +4.3% |
Q3 2022 | $11,729,000 | -2.1% | 276,962 | +3.2% | 0.53% | -2.2% |
Q2 2022 | $11,983,000 | -11.9% | 268,317 | +6.2% | 0.55% | +2.4% |
Q1 2022 | $13,601,000 | -3.5% | 252,566 | +104.0% | 0.53% | +8.6% |
Q4 2021 | $14,093,000 | +11.0% | 123,818 | +1.4% | 0.49% | -29.1% |
Q3 2021 | $12,698,000 | +5.7% | 122,057 | +5.6% | 0.69% | +4.7% |
Q2 2021 | $12,018,000 | +14.9% | 115,593 | +6.1% | 0.66% | +3.4% |
Q1 2021 | $10,460,000 | +14.1% | 108,923 | +8.1% | 0.64% | +6.0% |
Q4 2020 | $9,168,000 | +15.6% | 100,798 | +2.5% | 0.60% | -0.3% |
Q3 2020 | $7,933,000 | +3.0% | 98,384 | -5.3% | 0.61% | -7.3% |
Q2 2020 | $7,702,000 | +20.7% | 103,938 | -0.2% | 0.65% | -0.9% |
Q1 2020 | $6,379,000 | -19.6% | 104,147 | +0.9% | 0.66% | +0.6% |
Q4 2019 | $7,930,000 | +9.4% | 103,244 | +1.0% | 0.66% | -1.8% |
Q3 2019 | $7,249,000 | +2.2% | 102,201 | +1.2% | 0.67% | +2.1% |
Q2 2019 | $7,091,000 | +40.4% | 101,030 | +12.1% | 0.65% | +21.1% |
Q1 2017 | $5,049,000 | +8.7% | 90,153 | +3.4% | 0.54% | +1.3% |
Q4 2016 | $4,645,000 | -89.8% | 87,206 | -1.4% | 0.53% | -10.6% |
Q3 2016 | $45,648,000 | +953.0% | 88,431 | +1.5% | 0.60% | +14.6% |
Q2 2016 | $4,335,000 | +6.4% | 87,094 | +4.4% | 0.52% | +3.2% |
Q1 2016 | $4,076,000 | +6.8% | 83,459 | +6.3% | 0.50% | +4.6% |
Q4 2015 | $3,815,000 | +19.8% | 78,549 | +11.9% | 0.48% | +15.9% |
Q3 2015 | $3,184,000 | +2.3% | 70,204 | +11.2% | 0.42% | +10.1% |
Q2 2015 | $3,113,000 | +3.6% | 63,126 | +4.1% | 0.38% | +5.3% |
Q1 2015 | $3,006,000 | +14.8% | 60,636 | +13.5% | 0.36% | +15.1% |
Q4 2014 | $2,619,000 | +10.0% | 53,401 | +5.4% | 0.31% | +9.1% |
Q3 2014 | $2,381,000 | +5.9% | 50,666 | +5.5% | 0.29% | +4.8% |
Q2 2014 | $2,249,000 | +5.1% | 48,031 | +0.4% | 0.27% | +3.0% |
Q1 2014 | $2,139,000 | +5.7% | 47,831 | +4.2% | 0.26% | +0.4% |
Q4 2013 | $2,024,000 | +32.7% | 45,911 | +21.0% | 0.26% | +24.5% |
Q3 2013 | $1,525,000 | +14.5% | 37,931 | +8.7% | 0.21% | +9.8% |
Q2 2013 | $1,332,000 | – | 34,881 | – | 0.19% | – |
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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% |