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 | $217,346 | -0.2% | 4,295 | +3.2% | 0.03% | +3.7% |
Q2 2023 | $217,859 | -83.0% | 4,160 | -77.0% | 0.03% | -90.4% |
Q3 2019 | $1,284,000 | +3.8% | 18,105 | +2.7% | 0.28% | -1.1% |
Q2 2019 | $1,237,000 | +70.9% | 17,630 | +64.6% | 0.28% | +67.1% |
Q1 2019 | $724,000 | -40.8% | 10,713 | -47.8% | 0.17% | -49.1% |
Q4 2018 | $1,224,000 | +485.6% | 20,506 | +582.4% | 0.33% | +581.6% |
Q3 2018 | $209,000 | -82.0% | 3,005 | -83.7% | 0.05% | -85.7% |
Q1 2018 | $1,161,000 | +5.2% | 18,407 | +6.3% | 0.34% | +15.5% |
Q4 2017 | $1,104,000 | +126.7% | 17,311 | +113.5% | 0.30% | +7.2% |
Q3 2017 | $487,000 | +16.8% | 8,107 | +12.2% | 0.28% | +122.6% |
Q2 2017 | $417,000 | +10.3% | 7,223 | +7.4% | 0.12% | +7.8% |
Q1 2017 | $378,000 | +56.2% | 6,725 | +48.1% | 0.12% | +45.6% |
Q4 2016 | $242,000 | – | 4,541 | – | 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% |