SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,305,626,326 | +0.3% | 45,565,738 | +3.8% | 0.66% | +0.6% |
Q2 2023 | $2,298,397,163 | +8.0% | 43,887,796 | -0.2% | 0.66% | +1.4% |
Q1 2023 | $2,128,009,982 | +13.2% | 43,994,418 | +5.7% | 0.65% | +6.9% |
Q4 2022 | $1,879,236,382 | +11.8% | 41,622,068 | +4.9% | 0.60% | +0.5% |
Q3 2022 | $1,680,942,000 | -3.5% | 39,691,666 | +1.7% | 0.60% | -0.7% |
Q2 2022 | $1,742,624,000 | -11.3% | 39,019,790 | +6.9% | 0.61% | +2.7% |
Q1 2022 | $1,965,156,000 | -0.5% | 36,493,134 | +110.3% | 0.59% | +1.0% |
Q4 2021 | $1,975,551,000 | +12.6% | 17,356,789 | +2.9% | 0.58% | +1.7% |
Q3 2021 | $1,755,105,000 | +4.0% | 16,871,139 | +3.9% | 0.57% | +2.3% |
Q2 2021 | $1,688,047,000 | +13.5% | 16,235,903 | +4.9% | 0.56% | +2.9% |
Q1 2021 | $1,486,670,000 | +7.9% | 15,481,310 | +2.2% | 0.54% | -0.4% |
Q4 2020 | $1,377,645,000 | +22.2% | 15,147,266 | +8.3% | 0.55% | +5.6% |
Q3 2020 | $1,127,258,000 | +9.9% | 13,980,620 | +1.0% | 0.52% | +3.2% |
Q2 2020 | $1,025,665,000 | +18.8% | 13,841,628 | -1.8% | 0.50% | -1.0% |
Q1 2020 | $863,209,000 | +4.3% | 14,093,193 | +30.8% | 0.51% | +13.9% |
Q4 2019 | $827,763,000 | +24.5% | 10,776,759 | +15.0% | 0.44% | +13.5% |
Q3 2019 | $664,752,000 | +11.2% | 9,371,933 | +10.0% | 0.39% | +7.7% |
Q2 2019 | $597,978,000 | +14.5% | 8,519,412 | +10.3% | 0.36% | +9.0% |
Q1 2019 | $522,070,000 | +25.6% | 7,721,782 | +10.9% | 0.33% | +5.0% |
Q4 2018 | $415,519,000 | +4.8% | 6,960,102 | +22.2% | 0.32% | +20.5% |
Q3 2018 | $396,339,000 | +12.7% | 5,697,796 | +5.3% | 0.26% | +3.1% |
Q2 2018 | $351,823,000 | +16.1% | 5,413,482 | +12.7% | 0.26% | +8.5% |
Q1 2018 | $303,015,000 | +22.2% | 4,803,654 | +23.6% | 0.24% | +19.8% |
Q4 2017 | $247,908,000 | +28.4% | 3,886,913 | +20.8% | 0.20% | +16.6% |
Q3 2017 | $193,130,000 | +23.5% | 3,216,679 | +18.8% | 0.17% | +15.0% |
Q2 2017 | $156,425,000 | +27.2% | 2,707,710 | +23.9% | 0.15% | +19.5% |
Q1 2017 | $123,019,000 | +26.5% | 2,186,211 | +19.7% | 0.12% | +16.0% |
Q4 2016 | $97,255,000 | +10.9% | 1,826,029 | +7.5% | 0.11% | +2.9% |
Q3 2016 | $87,721,000 | +22.3% | 1,699,344 | +17.9% | 0.10% | +14.4% |
Q2 2016 | $71,712,000 | +1.8% | 1,440,861 | -0.1% | 0.09% | -2.2% |
Q1 2016 | $70,438,000 | +2.3% | 1,442,216 | +1.7% | 0.09% | -1.1% |
Q4 2015 | $68,857,000 | +7.6% | 1,417,676 | +1.4% | 0.09% | -1.1% |
Q3 2015 | $63,986,000 | -3.4% | 1,398,295 | +4.1% | 0.09% | +3.3% |
Q2 2015 | $66,227,000 | +6.6% | 1,343,064 | +7.2% | 0.09% | +4.6% |
Q1 2015 | $62,104,000 | +1.5% | 1,252,846 | +0.4% | 0.09% | -5.4% |
Q4 2014 | $61,209,000 | +2.5% | 1,247,885 | -1.8% | 0.09% | -6.1% |
Q3 2014 | $59,694,000 | +3.8% | 1,270,351 | +3.5% | 0.10% | +1.0% |
Q2 2014 | $57,485,000 | +15.8% | 1,227,524 | +10.6% | 0.10% | +9.0% |
Q1 2014 | $49,627,000 | +15.9% | 1,109,960 | +14.3% | 0.09% | +8.5% |
Q4 2013 | $42,813,000 | +40.2% | 971,237 | +29.1% | 0.08% | +32.3% |
Q3 2013 | $30,530,000 | +81.5% | 752,525 | +72.1% | 0.06% | +63.2% |
Q2 2013 | $16,819,000 | – | 437,294 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |