SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,382,627 | +31.9% | 86,613 | +36.5% | 0.00% | +33.3% |
| Q2 2023 | $3,321,935 | +11.6% | 63,432 | +3.1% | 0.00% | 0.0% |
| Q1 2023 | $2,976,843 | +2.9% | 61,543 | -3.9% | 0.00% | 0.0% |
| Q4 2022 | $2,891,642 | +8.6% | 64,045 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $2,662,000 | -3.5% | 62,864 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $2,759,000 | -11.9% | 61,770 | +6.2% | 0.00% | 0.0% |
| Q1 2022 | $3,132,000 | -9.5% | 58,163 | +91.3% | 0.00% | 0.0% |
| Q4 2021 | $3,460,000 | +0.5% | 30,403 | -8.2% | 0.00% | 0.0% |
| Q3 2021 | $3,444,000 | +116.7% | 33,109 | +116.6% | 0.00% | +200.0% |
| Q2 2021 | $1,589,000 | +27.3% | 15,284 | +17.6% | 0.00% | 0.0% |
| Q1 2021 | $1,248,000 | -5.1% | 12,996 | -10.1% | 0.00% | 0.0% |
| Q4 2020 | $1,315,000 | +30.8% | 14,460 | +16.0% | 0.00% | 0.0% |
| Q3 2020 | $1,005,000 | -6.6% | 12,468 | -14.1% | 0.00% | 0.0% |
| Q2 2020 | $1,076,000 | +51.3% | 14,517 | +25.1% | 0.00% | 0.0% |
| Q1 2020 | $711,000 | -67.8% | 11,608 | -59.6% | 0.00% | -66.7% |
| Q4 2019 | $2,208,000 | +19.4% | 28,752 | +10.2% | 0.00% | 0.0% |
| Q3 2019 | $1,850,000 | +0.1% | 26,082 | -0.9% | 0.00% | 0.0% |
| Q2 2019 | $1,848,000 | -54.1% | 26,330 | -55.8% | 0.00% | -50.0% |
| Q1 2019 | $4,029,000 | +21.8% | 59,594 | +7.5% | 0.01% | 0.0% |
| Q4 2018 | $3,309,000 | +48.3% | 55,431 | +72.9% | 0.01% | +100.0% |
| Q3 2018 | $2,231,000 | +0.1% | 32,068 | -6.5% | 0.00% | -25.0% |
| Q2 2018 | $2,229,000 | +11.4% | 34,299 | +8.1% | 0.00% | 0.0% |
| Q1 2018 | $2,001,000 | +5.4% | 31,719 | +6.5% | 0.00% | +33.3% |
| Q4 2017 | $1,899,000 | +6.9% | 29,777 | +0.6% | 0.00% | -25.0% |
| Q3 2017 | $1,777,000 | +1.0% | 29,594 | -2.8% | 0.00% | 0.0% |
| Q2 2017 | $1,760,000 | +26.8% | 30,462 | +23.5% | 0.00% | +33.3% |
| Q1 2017 | $1,388,000 | +41.3% | 24,675 | +33.8% | 0.00% | 0.0% |
| Q4 2016 | $982,000 | +51.1% | 18,440 | +46.5% | 0.00% | +50.0% |
| Q3 2016 | $650,000 | +59.3% | 12,585 | +53.5% | 0.00% | +100.0% |
| Q2 2016 | $408,000 | +73.6% | 8,201 | +70.4% | 0.00% | 0.0% |
| Q1 2016 | $235,000 | – | 4,813 | – | 0.00% | – |
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% |