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 | $207,096 | -1.4% | 4,093 | +2.0% | 0.28% | -14.6% |
Q2 2023 | $210,124 | +8.6% | 4,012 | +0.3% | 0.32% | +4.2% |
Q1 2023 | $193,486 | +7.7% | 4,000 | +0.6% | 0.31% | +0.6% |
Q4 2022 | $179,587 | +12.9% | 3,978 | +6.0% | 0.31% | +6.2% |
Q3 2022 | $159,000 | +3.2% | 3,754 | +9.1% | 0.29% | +15.5% |
Q2 2022 | $154,000 | -9.4% | 3,440 | +9.1% | 0.25% | +3.3% |
Q1 2022 | $170,000 | -0.6% | 3,152 | +109.6% | 0.24% | +11.5% |
Q4 2021 | $171,000 | +15.5% | 1,504 | +6.1% | 0.22% | +13.5% |
Q3 2021 | $148,000 | +5.0% | 1,418 | +4.6% | 0.19% | +1.6% |
Q2 2021 | $141,000 | +14.6% | 1,356 | +6.0% | 0.19% | +7.4% |
Q1 2021 | $123,000 | +20.6% | 1,279 | +14.0% | 0.18% | +15.8% |
Q4 2020 | $102,000 | +37.8% | 1,122 | +23.0% | 0.15% | +19.7% |
Q3 2020 | $74,000 | +42.3% | 912 | +29.2% | 0.13% | +15.5% |
Q2 2020 | $52,000 | +57.6% | 706 | +29.5% | 0.11% | +54.9% |
Q1 2020 | $33,000 | +26.9% | 545 | +59.8% | 0.07% | +31.5% |
Q4 2019 | $26,000 | +62.5% | 341 | +47.6% | 0.05% | +54.3% |
Q3 2019 | $16,000 | +33.3% | 231 | +32.0% | 0.04% | +12.9% |
Q2 2019 | $12,000 | -60.0% | 175 | -60.9% | 0.03% | -58.1% |
Q1 2019 | $30,000 | +500.0% | 447 | +438.6% | 0.07% | +362.5% |
Q4 2018 | $5,000 | +400.0% | 83 | +336.8% | 0.02% | +433.3% |
Q3 2018 | $1,000 | 0.0% | 19 | +5.6% | 0.00% | 0.0% |
Q2 2018 | $1,000 | 0.0% | 18 | +20.0% | 0.00% | -40.0% |
Q2 2017 | $1,000 | 0.0% | 15 | +36.4% | 0.01% | -16.7% |
Q1 2017 | $1,000 | – | 11 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |