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 | $3,866 | -99.9% | 76,409 | +1.6% | 1.92% | +0.3% |
Q2 2023 | $3,938,695 | +17.2% | 75,209 | +8.2% | 1.91% | +12.3% |
Q1 2023 | $3,361,135 | +105795.9% | 69,488 | -1.2% | 1.70% | +2.7% |
Q4 2022 | $3,174 | -99.9% | 70,308 | +3.7% | 1.66% | +6.5% |
Q3 2022 | $2,870,000 | -5.2% | 67,768 | -0.1% | 1.56% | -2.0% |
Q2 2022 | $3,029,000 | -16.0% | 67,818 | +1.3% | 1.59% | -2.4% |
Q1 2022 | $3,607,000 | -38.3% | 66,976 | +30.4% | 1.63% | -24.2% |
Q4 2021 | $5,844,000 | +7.5% | 51,344 | -1.7% | 2.15% | +1.9% |
Q3 2021 | $5,436,000 | -2.9% | 52,254 | -3.0% | 2.11% | -4.4% |
Q2 2021 | $5,599,000 | +4.5% | 53,856 | -3.5% | 2.21% | -3.7% |
Q1 2021 | $5,359,000 | +4.3% | 55,801 | -1.2% | 2.29% | -4.0% |
Q4 2020 | $5,136,000 | +6.9% | 56,476 | -5.3% | 2.39% | -9.7% |
Q3 2020 | $4,806,000 | +11.5% | 59,611 | +2.5% | 2.64% | +7.7% |
Q2 2020 | $4,310,000 | +18.0% | 58,165 | -2.5% | 2.45% | -1.8% |
Q1 2020 | $3,652,000 | +81.8% | 59,630 | +128.0% | 2.50% | +121.2% |
Q4 2019 | $2,009,000 | +8.9% | 26,152 | +0.6% | 1.13% | +4.1% |
Q3 2019 | $1,844,000 | +41.4% | 25,997 | +40.0% | 1.08% | +39.1% |
Q2 2019 | $1,304,000 | +16.0% | 18,573 | +11.8% | 0.78% | +11.0% |
Q1 2019 | $1,124,000 | -99.9% | 16,619 | -7.7% | 0.70% | -7.9% |
Q4 2018 | $1,075,436,000 | +24.7% | 18,014 | +45.2% | 0.76% | +52.9% |
Q3 2018 | $862,753,000 | -1.4% | 12,403 | -7.9% | 0.50% | -6.4% |
Q2 2018 | $874,895,000 | +6.7% | 13,462 | +3.6% | 0.53% | +9.7% |
Q1 2018 | $819,914,000 | -3.2% | 12,998 | -7.8% | 0.49% | -3.4% |
Q3 2017 | $846,804,000 | -0.9% | 14,104 | -4.7% | 0.50% | -3.1% |
Q2 2017 | $854,823,000 | +8.8% | 14,797 | +6.0% | 0.52% | +7.2% |
Q1 2017 | $785,473,000 | +2.0% | 13,959 | -3.4% | 0.48% | -6.2% |
Q4 2016 | $769,767,000 | +7.8% | 14,453 | +4.5% | 0.52% | +4.9% |
Q3 2016 | $713,905,000 | +40.1% | 13,830 | +35.0% | 0.49% | +33.7% |
Q2 2016 | $509,695,000 | +6.8% | 10,241 | +4.8% | 0.37% | 0.0% |
Q1 2016 | $477,411,000 | +0.5% | 9,775 | -0.0% | 0.37% | -0.3% |
Q4 2015 | $474,869,000 | +117.3% | 9,777 | +104.8% | 0.37% | +109.7% |
Q3 2015 | $218,504,000 | +254.5% | 4,775 | +282.0% | 0.18% | +282.6% |
Q2 2015 | $61,638,000 | +55.4% | 1,250 | +56.2% | 0.05% | +58.6% |
Q1 2015 | $39,656,000 | +1.1% | 800 | 0.0% | 0.03% | 0.0% |
Q4 2014 | $39,240,000 | +4.4% | 800 | 0.0% | 0.03% | +3.6% |
Q3 2014 | $37,592,000 | – | 800 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |