SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,082,747 | -3.4% | 41,161 | -0.0% | 0.09% | +1.2% |
Q2 2023 | $2,155,654 | +4.2% | 41,162 | -3.8% | 0.09% | +2.4% |
Q1 2023 | $2,068,833 | +5.9% | 42,771 | -1.1% | 0.08% | +7.7% |
Q4 2022 | $1,953,550 | +11.1% | 43,268 | +4.3% | 0.08% | -1.3% |
Q3 2022 | $1,758,000 | -5.1% | 41,503 | +0.0% | 0.08% | 0.0% |
Q2 2022 | $1,853,000 | -17.4% | 41,500 | -0.4% | 0.08% | -11.2% |
Q1 2022 | $2,243,000 | -5.3% | 41,650 | +100.1% | 0.09% | -8.2% |
Q4 2021 | $2,369,000 | +34.4% | 20,810 | +22.8% | 0.10% | +19.8% |
Q3 2021 | $1,762,000 | +0.1% | 16,942 | +0.0% | 0.08% | -2.4% |
Q2 2021 | $1,761,000 | +8.0% | 16,934 | -0.3% | 0.08% | -1.2% |
Q1 2021 | $1,631,000 | -4.0% | 16,982 | -9.1% | 0.08% | -3.4% |
Q4 2020 | $1,699,000 | -1.6% | 18,685 | -12.7% | 0.09% | -4.4% |
Q3 2020 | $1,726,000 | +8.1% | 21,403 | -0.7% | 0.09% | +1.1% |
Q2 2020 | $1,597,000 | +4.2% | 21,554 | -13.9% | 0.09% | -15.9% |
Q1 2020 | $1,533,000 | -17.6% | 25,036 | +3.3% | 0.11% | -1.8% |
Q4 2019 | $1,861,000 | +5.8% | 24,227 | -2.3% | 0.11% | +0.9% |
Q3 2019 | $1,759,000 | -0.2% | 24,805 | -0.0% | 0.11% | -5.3% |
Q2 2019 | $1,762,000 | +0.1% | 24,806 | -4.7% | 0.11% | -6.6% |
Q1 2019 | $1,760,000 | -72.3% | 26,025 | -75.5% | 0.12% | -74.5% |
Q4 2018 | $6,354,000 | +8604.1% | 106,431 | +10084.8% | 0.48% | +7883.3% |
Q3 2018 | $73,000 | +10.6% | 1,045 | +0.1% | 0.01% | 0.0% |
Q1 2018 | $66,000 | – | 1,044 | – | 0.01% | – |
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% |