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 | $2,140,532 | -11.9% | 42,303 | -8.8% | 0.45% | +4.1% |
Q2 2023 | $2,429,026 | +4.4% | 46,382 | -3.6% | 0.44% | -5.6% |
Q1 2023 | $2,327,696 | +10.2% | 48,123 | +2.9% | 0.46% | -1.7% |
Q4 2022 | $2,112,208 | +3.3% | 46,782 | -3.1% | 0.47% | -8.4% |
Q3 2022 | $2,045,000 | -5.1% | 48,287 | 0.0% | 0.51% | +3.0% |
Q2 2022 | $2,156,000 | -17.0% | 48,287 | +0.2% | 0.50% | +4.4% |
Q1 2022 | $2,597,000 | -5.4% | 48,212 | +99.9% | 0.48% | -42.7% |
Q4 2021 | $2,745,000 | -45.8% | 24,121 | -50.4% | 0.83% | -71.3% |
Q3 2021 | $5,064,000 | +80.3% | 48,666 | +80.2% | 2.89% | +339.2% |
Q2 2021 | $2,808,000 | +13.6% | 27,009 | +5.0% | 0.66% | -13.7% |
Q1 2021 | $2,471,000 | +1.0% | 25,734 | -4.4% | 0.76% | +6.7% |
Q4 2020 | $2,447,000 | +10.7% | 26,910 | -1.8% | 0.72% | +23.9% |
Q3 2020 | $2,210,000 | +9.5% | 27,416 | +0.6% | 0.58% | -1.5% |
Q2 2020 | $2,019,000 | +26.5% | 27,244 | 0.0% | 0.59% | +14.2% |
Q1 2020 | $1,596,000 | -28.1% | 27,244 | -5.7% | 0.51% | +0.6% |
Q4 2019 | $2,220,000 | +10.1% | 28,895 | +1.6% | 0.51% | -54.2% |
Q3 2019 | $2,017,000 | -7.3% | 28,434 | -8.3% | 1.12% | -2.3% |
Q2 2019 | $2,177,000 | +5.6% | 31,012 | +1.7% | 1.14% | -27.8% |
Q1 2019 | $2,061,000 | +13.2% | 30,484 | -0.0% | 1.58% | +20.0% |
Q4 2018 | $1,820,000 | -6.6% | 30,499 | +8.9% | 1.32% | +6.9% |
Q3 2018 | $1,949,000 | +48625.0% | 28,015 | +49926.8% | 1.23% | +40966.7% |
Q2 2018 | $4,000 | -99.8% | 56 | -99.8% | 0.00% | -99.8% |
Q1 2018 | $1,714,000 | +12.0% | 27,200 | +13.3% | 1.30% | +2.8% |
Q4 2017 | $1,531,000 | – | 24,012 | – | 1.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |