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 | $1,352,975 | -7.8% | 26,739 | -4.6% | 0.01% | 0.0% |
Q2 2023 | $1,467,450 | -1.4% | 28,021 | -8.9% | 0.01% | 0.0% |
Q1 2023 | $1,487,765 | +23.3% | 30,758 | +15.1% | 0.01% | +16.7% |
Q4 2022 | $1,206,558 | +5.8% | 26,723 | -0.7% | 0.01% | +20.0% |
Q3 2022 | $1,140,000 | -1.6% | 26,914 | +3.8% | 0.01% | 0.0% |
Q2 2022 | $1,158,000 | -15.1% | 25,933 | +2.4% | 0.01% | 0.0% |
Q1 2022 | $1,364,000 | -7.8% | 25,331 | +94.8% | 0.01% | -16.7% |
Q4 2021 | $1,480,000 | +11.4% | 13,002 | +1.9% | 0.01% | 0.0% |
Q3 2021 | $1,328,000 | +3.6% | 12,765 | +3.6% | 0.01% | 0.0% |
Q2 2021 | $1,282,000 | +11.6% | 12,326 | +3.0% | 0.01% | 0.0% |
Q1 2021 | $1,149,000 | +11.6% | 11,966 | +5.7% | 0.01% | 0.0% |
Q4 2020 | $1,030,000 | +9.9% | 11,325 | -2.5% | 0.01% | 0.0% |
Q3 2020 | $937,000 | +12.4% | 11,617 | +3.2% | 0.01% | 0.0% |
Q2 2020 | $834,000 | +4.8% | 11,261 | -13.3% | 0.01% | 0.0% |
Q1 2020 | $796,000 | -17.2% | 12,989 | +3.8% | 0.01% | +20.0% |
Q4 2019 | $961,000 | +7.5% | 12,510 | -0.7% | 0.01% | 0.0% |
Q3 2019 | $894,000 | -3.8% | 12,604 | -4.8% | 0.01% | 0.0% |
Q2 2019 | $929,000 | +7.0% | 13,238 | +3.1% | 0.01% | 0.0% |
Q1 2019 | $868,000 | +8.6% | 12,838 | -4.1% | 0.01% | 0.0% |
Q4 2018 | $799,000 | -10.3% | 13,386 | +4.4% | 0.01% | 0.0% |
Q3 2018 | $891,000 | +6.5% | 12,816 | -0.5% | 0.01% | 0.0% |
Q2 2018 | $837,000 | +6.8% | 12,883 | +3.7% | 0.01% | 0.0% |
Q1 2018 | $784,000 | +0.5% | 12,428 | +1.7% | 0.01% | +25.0% |
Q4 2017 | $780,000 | +9.4% | 12,224 | +2.9% | 0.00% | -33.3% |
Q3 2017 | $713,000 | +6.4% | 11,879 | +2.4% | 0.01% | +20.0% |
Q2 2017 | $670,000 | – | 11,603 | – | 0.01% | – |
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% |