SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,492,852 | +2.7% | 352,394 | +10.3% | 0.94% | +6.6% |
Q2 2023 | $17,026,355 | +17.8% | 319,444 | +7.6% | 0.88% | +5.0% |
Q1 2023 | $14,449,313 | +16.6% | 297,005 | +17.8% | 0.84% | +11.1% |
Q4 2022 | $12,392,788 | +80.0% | 252,040 | +64.3% | 0.76% | +54.3% |
Q3 2022 | $6,886,000 | +18.7% | 153,391 | +28.9% | 0.49% | +17.1% |
Q2 2022 | $5,803,000 | +22.0% | 119,045 | +16.1% | 0.42% | +15.7% |
Q1 2022 | $4,756,000 | +32.0% | 102,502 | +198.5% | 0.36% | +42.4% |
Q4 2021 | $3,602,000 | +70.1% | 34,343 | +82.3% | 0.26% | +72.3% |
Q3 2021 | $2,117,000 | -31.7% | 18,843 | -34.9% | 0.15% | +28.7% |
Q2 2021 | $3,100,000 | +174.1% | 28,960 | +160.0% | 0.12% | +23.7% |
Q1 2021 | $1,131,000 | +69.1% | 11,138 | +55.6% | 0.09% | +47.6% |
Q4 2020 | $669,000 | +41.1% | 7,158 | +22.4% | 0.06% | +12.5% |
Q3 2020 | $474,000 | +41.1% | 5,848 | +35.5% | 0.06% | +33.3% |
Q2 2020 | $336,000 | +12.0% | 4,317 | -1.8% | 0.04% | -8.7% |
Q1 2020 | $300,000 | -13.0% | 4,395 | +0.7% | 0.05% | +9.5% |
Q4 2019 | $345,000 | +54.0% | 4,366 | +39.7% | 0.04% | +31.2% |
Q3 2019 | $224,000 | +4.7% | 3,125 | -8.1% | 0.03% | 0.0% |
Q3 2018 | $214,000 | +118.4% | 3,402 | +125.7% | 0.03% | +113.3% |
Q2 2018 | $98,000 | +46.3% | 1,507 | +41.1% | 0.02% | +36.4% |
Q1 2018 | $67,000 | +6.3% | 1,068 | +9.0% | 0.01% | +10.0% |
Q4 2017 | $63,000 | +6.8% | 980 | +0.2% | 0.01% | 0.0% |
Q3 2017 | $59,000 | -64.0% | 978 | -68.4% | 0.01% | -76.7% |
Q2 2017 | $164,000 | +446.7% | 3,095 | +472.1% | 0.04% | +437.5% |
Q1 2017 | $30,000 | +20.0% | 541 | +16.3% | 0.01% | -11.1% |
Q4 2016 | $25,000 | +4.2% | 465 | +0.6% | 0.01% | -10.0% |
Q3 2016 | $24,000 | +4.3% | 462 | +0.4% | 0.01% | -9.1% |
Q2 2016 | $23,000 | +4.5% | 460 | +0.4% | 0.01% | 0.0% |
Q1 2016 | $22,000 | 0.0% | 458 | +0.4% | 0.01% | +10.0% |
Q4 2015 | $22,000 | +4.8% | 456 | -2.8% | 0.01% | -16.7% |
Q3 2015 | $21,000 | -4.5% | 469 | +4.5% | 0.01% | +20.0% |
Q2 2015 | $22,000 | 0.0% | 449 | -0.4% | 0.01% | 0.0% |
Q1 2015 | $22,000 | +22.2% | 451 | +23.9% | 0.01% | +25.0% |
Q4 2014 | $18,000 | – | 364 | – | 0.01% | – |
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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% |