SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $28,731,340 | -0.4% | 445,760 | -4.1% | 3.09% | -2.4% |
Q1 2024 | $28,840,688 | +10.0% | 464,723 | -0.0% | 3.16% | +1.9% |
Q4 2023 | $26,215,825 | +13.6% | 464,820 | +1.9% | 3.10% | +2.0% |
Q3 2023 | $23,078,696 | -5.6% | 456,101 | -2.2% | 3.04% | -4.4% |
Q2 2023 | $24,434,860 | +8.1% | 466,581 | -0.2% | 3.18% | +7.3% |
Q1 2023 | $22,604,210 | +18.1% | 467,319 | +10.2% | 2.97% | +14.8% |
Q4 2022 | $19,142,292 | +14.6% | 423,971 | +13.4% | 2.58% | +18.8% |
Q2 2022 | $16,697,000 | -7.9% | 373,867 | +11.0% | 2.18% | +8.1% |
Q1 2022 | $18,133,000 | +14.3% | 336,723 | +141.5% | 2.01% | +18.8% |
Q4 2021 | $15,870,000 | +21.7% | 139,430 | +11.2% | 1.70% | +8.2% |
Q3 2021 | $13,045,000 | +670.5% | 125,397 | +670.1% | 1.57% | +628.4% |
Q2 2021 | $1,693,000 | -3.0% | 16,284 | -10.4% | 0.22% | -7.7% |
Q1 2021 | $1,746,000 | +2.5% | 18,178 | -2.9% | 0.23% | -4.5% |
Q4 2020 | $1,703,000 | +11.0% | 18,719 | -1.6% | 0.24% | +1.2% |
Q3 2020 | $1,534,000 | -7.2% | 19,027 | -14.7% | 0.24% | -19.7% |
Q2 2020 | $1,653,000 | +6.9% | 22,307 | -11.7% | 0.30% | +1.4% |
Q1 2020 | $1,547,000 | -35.4% | 25,253 | -19.0% | 0.30% | -29.7% |
Q4 2019 | $2,393,000 | -6.2% | 31,160 | -13.4% | 0.42% | -13.2% |
Q3 2019 | $2,552,000 | -6.8% | 35,982 | -7.7% | 0.48% | -5.8% |
Q2 2019 | $2,737,000 | +140.3% | 38,992 | +131.5% | 0.52% | +106.0% |
Q1 2019 | $1,139,000 | +18.4% | 16,843 | +4.6% | 0.25% | +5.0% |
Q4 2018 | $962,000 | -12.9% | 16,108 | +1.4% | 0.24% | -10.2% |
Q3 2018 | $1,105,000 | +4.3% | 15,891 | -2.5% | 0.26% | -4.7% |
Q2 2018 | $1,059,000 | -17.7% | 16,296 | -20.1% | 0.28% | -20.6% |
Q1 2018 | $1,287,000 | +15.8% | 20,405 | +17.1% | 0.35% | +31.1% |
Q4 2017 | $1,111,000 | +44.7% | 17,423 | +31.0% | 0.27% | +30.9% |
Q2 2017 | $768,000 | +33.8% | 13,302 | +30.4% | 0.20% | +37.8% |
Q1 2017 | $574,000 | – | 10,204 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |