SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,531,156 | -3.4% | 30,260 | 0.0% | 0.33% | +1.9% |
Q2 2023 | $1,584,717 | +15.0% | 30,260 | -0.9% | 0.32% | +13.4% |
Q1 2023 | $1,377,978 | 0.0% | 30,520 | 0.0% | 0.28% | 0.0% |
Q4 2022 | $1,377,978 | +1.4% | 30,520 | -4.9% | 0.28% | -12.4% |
Q3 2022 | $1,359,000 | -5.2% | 32,084 | 0.0% | 0.32% | -1.2% |
Q2 2022 | $1,433,000 | -17.1% | 32,084 | 0.0% | 0.33% | -13.7% |
Q1 2022 | $1,728,000 | -7.4% | 32,084 | +95.6% | 0.38% | -7.3% |
Q4 2021 | $1,867,000 | +9.4% | 16,402 | 0.0% | 0.41% | +6.8% |
Q3 2021 | $1,706,000 | -4.6% | 16,402 | -4.7% | 0.38% | -7.0% |
Q2 2021 | $1,789,000 | +7.4% | 17,203 | -0.8% | 0.41% | -8.6% |
Q1 2021 | $1,665,000 | +5.7% | 17,343 | +0.2% | 0.45% | -5.6% |
Q4 2020 | $1,575,000 | +12.7% | 17,313 | -0.1% | 0.48% | +1.9% |
Q3 2020 | $1,398,000 | +8.8% | 17,338 | 0.0% | 0.47% | +3.8% |
Q2 2020 | $1,285,000 | +10.5% | 17,338 | -8.7% | 0.45% | +1.3% |
Q1 2020 | $1,163,000 | +0.6% | 18,985 | +26.1% | 0.45% | +27.8% |
Q4 2019 | $1,156,000 | +7.6% | 15,053 | -0.6% | 0.35% | +3.6% |
Q3 2019 | $1,074,000 | +1.0% | 15,138 | 0.0% | 0.34% | 0.0% |
Q2 2019 | $1,063,000 | +6.3% | 15,138 | +2.3% | 0.34% | +6.0% |
Q1 2019 | $1,000,000 | +15.5% | 14,795 | +2.0% | 0.32% | +3.2% |
Q4 2018 | $866,000 | +228.0% | 14,510 | +282.3% | 0.31% | +246.1% |
Q3 2018 | $264,000 | +6.9% | 3,795 | 0.0% | 0.09% | +4.7% |
Q2 2018 | $247,000 | – | 3,795 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |