SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,218,914 | +4.0% | 458,872 | +7.7% | 1.16% | +3.4% |
Q2 2023 | $22,318,817 | +17.7% | 426,176 | +8.7% | 1.12% | +9.9% |
Q1 2023 | $18,964,399 | +17.1% | 392,069 | +9.3% | 1.02% | +5.6% |
Q4 2022 | $16,200,055 | +31.3% | 358,805 | +23.2% | 0.97% | +24.9% |
Q3 2022 | $12,334,000 | -3.2% | 291,250 | +2.1% | 0.78% | -7.7% |
Q2 2022 | $12,736,000 | -10.4% | 285,173 | +8.1% | 0.84% | +15.8% |
Q1 2022 | $14,208,000 | +2.6% | 263,851 | +116.9% | 0.73% | +4.8% |
Q4 2021 | $13,846,000 | +12.9% | 121,644 | +3.2% | 0.69% | -1.3% |
Q3 2021 | $12,260,000 | +5.0% | 117,855 | +5.0% | 0.70% | +6.0% |
Q2 2021 | $11,672,000 | +3.5% | 112,266 | -4.4% | 0.66% | -4.2% |
Q1 2021 | $11,274,000 | +4.0% | 117,403 | -1.5% | 0.69% | -6.4% |
Q4 2020 | $10,843,000 | +30.3% | 119,223 | +15.5% | 0.74% | +15.3% |
Q3 2020 | $8,323,000 | +11.0% | 103,233 | +2.0% | 0.64% | +3.6% |
Q2 2020 | $7,497,000 | +532.1% | 101,176 | +422.4% | 0.62% | +338.3% |
Q1 2020 | $1,186,000 | – | 19,367 | – | 0.14% | – |
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% |