SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $698,482 | -3.4% | 13,804 | -0.0% | 0.36% | 0.0% |
Q2 2023 | $723,125 | +7.2% | 13,808 | -1.0% | 0.36% | +6.1% |
Q1 2023 | $674,423 | +7.1% | 13,943 | 0.0% | 0.34% | +9.6% |
Q4 2022 | $629,526 | +6.7% | 13,943 | 0.0% | 0.31% | -3.1% |
Q3 2022 | $590,000 | -7.2% | 13,943 | -2.1% | 0.32% | +0.3% |
Q2 2022 | $636,000 | -17.4% | 14,247 | -0.4% | 0.32% | -7.2% |
Q1 2022 | $770,000 | -7.7% | 14,298 | +95.2% | 0.35% | -6.7% |
Q4 2021 | $834,000 | +7.8% | 7,324 | -1.5% | 0.37% | -2.4% |
Q3 2021 | $774,000 | +1.2% | 7,437 | +1.0% | 0.38% | +5.0% |
Q2 2021 | $765,000 | +15.2% | 7,362 | +6.5% | 0.36% | +12.4% |
Q1 2021 | $664,000 | -11.1% | 6,910 | -15.9% | 0.32% | -18.8% |
Q4 2020 | $747,000 | +10.5% | 8,213 | -2.0% | 0.40% | +0.3% |
Q3 2020 | $676,000 | +9.2% | 8,380 | +0.4% | 0.40% | +3.7% |
Q2 2020 | $619,000 | +26.1% | 8,350 | +4.2% | 0.38% | +16.1% |
Q1 2020 | $491,000 | -15.8% | 8,013 | +5.6% | 0.33% | +11.5% |
Q4 2019 | $583,000 | +35.0% | 7,591 | +24.6% | 0.30% | +29.8% |
Q3 2019 | $432,000 | +17.4% | 6,091 | +16.0% | 0.23% | +16.9% |
Q2 2019 | $368,000 | +18.7% | 5,249 | +14.5% | 0.20% | +17.5% |
Q1 2019 | $310,000 | +18.3% | 4,585 | +4.6% | 0.17% | +10.7% |
Q4 2018 | $262,000 | -6.8% | 4,382 | +8.5% | 0.15% | +10.3% |
Q3 2018 | $281,000 | +26.0% | 4,038 | +17.5% | 0.14% | +18.3% |
Q2 2018 | $223,000 | – | 3,436 | – | 0.12% | – |
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% |