SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,530 | -12.3% | 247,624 | -9.2% | 0.88% | -9.7% |
| Q2 2023 | $14,289 | -0.5% | 272,862 | -8.1% | 0.97% | -5.3% |
| Q1 2023 | $14,359 | +6.3% | 296,874 | -0.7% | 1.02% | +1.1% |
| Q4 2022 | $13,502 | -99.9% | 299,051 | -0.3% | 1.01% | +0.6% |
| Q3 2022 | $12,702,000 | -4.3% | 299,920 | +0.9% | 1.01% | -0.9% |
| Q2 2022 | $13,275,000 | -18.7% | 297,257 | -1.9% | 1.02% | -9.4% |
| Q1 2022 | $16,319,000 | -4.2% | 303,051 | +102.4% | 1.12% | -1.1% |
| Q4 2021 | $17,043,000 | +12.3% | 149,710 | +2.6% | 1.13% | +0.3% |
| Q3 2021 | $15,180,000 | +11.3% | 145,922 | +2.8% | 1.13% | +1.8% |
| Q2 2021 | $13,636,000 | 0.0% | 141,997 | 0.0% | 1.11% | 0.0% |
| Q1 2021 | $13,636,000 | +4.4% | 141,997 | -1.2% | 1.11% | -1.6% |
| Q4 2020 | $13,066,000 | -32.2% | 143,656 | -39.9% | 1.13% | -32.6% |
| Q3 2020 | $19,273,000 | +8.2% | 239,033 | -0.5% | 1.68% | -3.3% |
| Q2 2020 | $17,809,000 | +19.0% | 240,343 | -1.6% | 1.73% | -0.1% |
| Q1 2020 | $14,963,000 | -20.9% | 244,294 | -0.8% | 1.73% | -2.1% |
| Q4 2019 | $18,921,000 | +6.7% | 246,337 | -1.4% | 1.77% | -2.6% |
| Q3 2019 | $17,729,000 | +0.1% | 249,955 | -0.5% | 1.82% | -2.4% |
| Q2 2019 | $17,704,000 | +5.3% | 251,106 | +0.9% | 1.86% | -0.8% |
| Q1 2019 | $16,818,000 | +12.8% | 248,745 | -0.2% | 1.88% | +0.4% |
| Q4 2018 | $14,904,000 | -15.0% | 249,287 | -1.1% | 1.87% | -0.8% |
| Q3 2018 | $17,531,000 | +3.4% | 252,021 | -3.4% | 1.89% | -2.1% |
| Q2 2018 | $16,962,000 | +3.1% | 260,998 | +0.1% | 1.93% | +0.6% |
| Q1 2018 | $16,452,000 | +4.1% | 260,812 | +5.3% | 1.92% | +2.9% |
| Q4 2017 | $15,798,000 | +6.0% | 247,689 | -0.3% | 1.86% | +1.1% |
| Q3 2017 | $14,910,000 | +5.6% | 248,340 | +1.6% | 1.84% | +2.8% |
| Q2 2017 | $14,126,000 | +11.5% | 244,530 | +8.6% | 1.79% | +10.0% |
| Q1 2017 | $12,674,000 | -58.3% | 225,240 | -60.5% | 1.63% | -22.3% |
| Q4 2016 | $30,400,000 | +184.9% | 570,794 | +176.2% | 2.09% | +33.1% |
| Q3 2016 | $10,669,000 | +5.1% | 206,678 | +1.3% | 1.57% | +5.0% |
| Q2 2016 | $10,154,000 | +2.1% | 204,018 | +0.2% | 1.50% | +0.5% |
| Q1 2016 | $9,947,000 | -2.3% | 203,660 | -2.9% | 1.49% | -0.2% |
| Q4 2015 | $10,183,000 | +26.7% | 209,653 | +19.4% | 1.49% | +17.6% |
| Q3 2015 | $8,034,000 | -8.6% | 175,578 | -1.5% | 1.27% | -7.0% |
| Q2 2015 | $8,794,000 | -0.1% | 178,333 | +0.4% | 1.36% | +2.6% |
| Q1 2015 | $8,803,000 | +8.8% | 177,597 | +7.6% | 1.33% | +6.7% |
| Q4 2014 | $8,094,000 | +57.5% | 165,020 | +50.9% | 1.25% | +52.8% |
| Q3 2014 | $5,138,000 | +8.4% | 109,335 | +8.0% | 0.82% | +8.9% |
| Q2 2014 | $4,740,000 | +18.7% | 101,210 | +13.3% | 0.75% | +12.6% |
| Q1 2014 | $3,993,000 | -12.2% | 89,312 | -13.4% | 0.66% | -13.4% |
| Q4 2013 | $4,546,000 | +2150.5% | 103,132 | +1949.1% | 0.77% | +2033.3% |
| Q3 2013 | $202,000 | – | 5,033 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |