SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $101 | -3.8% | 2,000 | 0.0% | 0.11% | -1.7% |
Q2 2023 | $105 | +8.2% | 2,000 | 0.0% | 0.12% | -3.3% |
Q1 2023 | $97 | +7.8% | 2,000 | 0.0% | 0.12% | +8.1% |
Q4 2022 | $90 | -99.9% | 2,000 | 0.0% | 0.11% | +3.7% |
Q3 2022 | $85,000 | -4.5% | 2,000 | 0.0% | 0.11% | -1.8% |
Q2 2022 | $89,000 | -17.6% | 2,000 | 0.0% | 0.11% | -5.2% |
Q1 2022 | $108,000 | -6.9% | 2,000 | +96.1% | 0.12% | -1.7% |
Q4 2021 | $116,000 | +9.4% | 1,020 | 0.0% | 0.12% | 0.0% |
Q3 2021 | $106,000 | 0.0% | 1,020 | 0.0% | 0.12% | +8.3% |
Q2 2021 | $106,000 | +8.2% | 1,020 | 0.0% | 0.11% | +30.1% |
Q1 2021 | $98,000 | +5.4% | 1,020 | 0.0% | 0.08% | +7.8% |
Q4 2020 | $93,000 | +13.4% | 1,020 | 0.0% | 0.08% | -2.5% |
Q3 2020 | $82,000 | +10.8% | 1,020 | +2.0% | 0.08% | +14.5% |
Q2 2020 | $74,000 | -45.6% | 1,000 | -55.1% | 0.07% | -51.4% |
Q1 2020 | $136,000 | -20.5% | 2,225 | 0.0% | 0.14% | +3.6% |
Q4 2019 | $171,000 | +8.2% | 2,225 | 0.0% | 0.14% | +5.4% |
Q3 2019 | $158,000 | +1.3% | 2,225 | 0.0% | 0.13% | +6.6% |
Q2 2019 | $156,000 | +129.4% | 2,225 | +122.5% | 0.12% | +125.9% |
Q1 2019 | $68,000 | +13.3% | 1,000 | 0.0% | 0.05% | +1.9% |
Q4 2018 | $60,000 | -14.3% | 1,000 | 0.0% | 0.05% | 0.0% |
Q3 2018 | $70,000 | +7.7% | 1,000 | 0.0% | 0.05% | +10.4% |
Q2 2018 | $65,000 | +3.2% | 1,000 | 0.0% | 0.05% | -5.9% |
Q1 2018 | $63,000 | -1.6% | 1,000 | 0.0% | 0.05% | +4.1% |
Q4 2017 | $64,000 | – | 1,000 | – | 0.05% | – |
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% |