SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,226 | -4.9% | 83,516 | -1.6% | 1.82% | -1.9% |
Q2 2023 | $4,444 | +13.1% | 84,849 | +4.4% | 1.86% | +4.6% |
Q1 2023 | $3,930 | +1.6% | 81,240 | -5.2% | 1.77% | -0.1% |
Q4 2022 | $3,868 | -99.9% | 85,735 | +3.1% | 1.78% | +1.8% |
Q3 2022 | $3,521,000 | -10.3% | 83,187 | -5.5% | 1.74% | -11.5% |
Q2 2022 | $3,924,000 | -18.0% | 88,003 | +0.6% | 1.97% | -18.0% |
Q1 2022 | $4,785,000 | -3.0% | 87,445 | +102.0% | 2.40% | +9.9% |
Q4 2021 | $4,932,000 | +7.2% | 43,286 | -2.2% | 2.19% | -1.1% |
Q3 2021 | $4,602,000 | +0.5% | 44,276 | +0.4% | 2.21% | +2.4% |
Q2 2021 | $4,577,000 | -11.3% | 44,087 | -18.0% | 2.16% | -14.8% |
Q1 2021 | $5,163,000 | +3.4% | 53,771 | -2.0% | 2.54% | -12.3% |
Q4 2020 | $4,992,000 | +12.8% | 54,857 | -0.1% | 2.89% | +10.7% |
Q3 2020 | $4,424,000 | +14.5% | 54,927 | +5.3% | 2.61% | -1.6% |
Q2 2020 | $3,865,000 | +98.0% | 52,163 | +63.8% | 2.66% | +63.6% |
Q1 2020 | $1,952,000 | +16.1% | 31,852 | +45.4% | 1.62% | +29.9% |
Q4 2019 | $1,682,000 | +9.4% | 21,903 | +1.1% | 1.25% | +1.0% |
Q3 2019 | $1,537,000 | +0.3% | 21,655 | -0.8% | 1.24% | +8.5% |
Q2 2019 | $1,532,000 | +4.9% | 21,826 | +1.1% | 1.14% | +0.7% |
Q1 2019 | $1,461,000 | +10.0% | 21,599 | -2.8% | 1.13% | -8.0% |
Q4 2018 | $1,328,000 | – | 22,230 | – | 1.23% | – |
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% |