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 | $1,511,523 | -3.7% | 29,872 | -0.3% | 2.05% | +1.8% |
| Q2 2023 | $1,569,634 | +8.3% | 29,972 | 0.0% | 2.01% | +6.0% |
| Q1 2023 | $1,449,746 | +6.6% | 29,972 | -0.5% | 1.90% | +5.9% |
| Q4 2022 | $1,360,370 | +6.6% | 30,130 | 0.0% | 1.79% | -8.6% |
| Q3 2022 | $1,276,000 | -5.2% | 30,130 | 0.0% | 1.96% | +3.1% |
| Q2 2022 | $1,346,000 | -17.1% | 30,130 | 0.0% | 1.90% | -3.0% |
| Q1 2022 | $1,623,000 | -5.4% | 30,130 | +100.0% | 1.96% | -3.1% |
| Q4 2021 | $1,715,000 | +9.4% | 15,065 | 0.0% | 2.02% | -0.7% |
| Q3 2021 | $1,567,000 | +0.1% | 15,065 | 0.0% | 2.04% | +3.3% |
| Q2 2021 | $1,566,000 | +7.9% | 15,065 | -0.3% | 1.97% | +8.8% |
| Q1 2021 | $1,451,000 | +8.6% | 15,105 | +2.9% | 1.81% | +4.0% |
| Q4 2020 | $1,336,000 | +157.9% | 14,685 | +128.9% | 1.74% | +125.3% |
| Q3 2020 | $518,000 | +9.1% | 6,416 | 0.0% | 0.77% | +1.0% |
| Q2 2020 | $475,000 | +20.9% | 6,416 | 0.0% | 0.77% | +1.2% |
| Q1 2020 | $393,000 | -20.3% | 6,416 | 0.0% | 0.76% | +7.5% |
| Q4 2019 | $493,000 | +8.4% | 6,416 | 0.0% | 0.70% | +3.7% |
| Q3 2019 | $455,000 | +1.1% | 6,416 | 0.0% | 0.68% | +5.4% |
| Q2 2019 | $450,000 | +3.7% | 6,416 | 0.0% | 0.64% | -4.3% |
| Q1 2019 | $434,000 | +13.3% | 6,416 | 0.0% | 0.67% | -3.6% |
| Q4 2018 | $383,000 | -14.1% | 6,416 | 0.0% | 0.70% | -1.1% |
| Q3 2018 | $446,000 | +7.0% | 6,416 | 0.0% | 0.71% | -0.8% |
| Q2 2018 | $417,000 | +3.0% | 6,416 | 0.0% | 0.71% | +105.8% |
| Q1 2018 | $405,000 | -1.0% | 6,416 | 0.0% | 0.35% | +4.2% |
| Q4 2017 | $409,000 | +6.2% | 6,416 | 0.0% | 0.33% | +2.5% |
| Q3 2017 | $385,000 | +3.8% | 6,416 | 0.0% | 0.32% | +1.6% |
| Q2 2017 | $371,000 | +2.8% | 6,416 | 0.0% | 0.32% | +0.9% |
| Q1 2017 | $361,000 | +5.6% | 6,416 | 0.0% | 0.32% | +0.3% |
| Q4 2016 | $342,000 | +3.3% | 6,416 | 0.0% | 0.32% | +1.9% |
| Q3 2016 | $331,000 | +3.8% | 6,416 | 0.0% | 0.31% | +1.6% |
| Q2 2016 | $319,000 | – | 6,416 | – | 0.30% | – |
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% |