SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $665,440 | -3.4% | 13,151 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $688,717 | +8.3% | 13,151 | 0.0% | 0.04% | +2.9% |
Q1 2023 | $636,113 | +7.1% | 13,151 | 0.0% | 0.04% | +2.9% |
Q4 2022 | $593,767 | +5.3% | 13,151 | -1.3% | 0.03% | -17.1% |
Q3 2022 | $564,000 | -9.8% | 13,328 | -4.7% | 0.04% | -4.7% |
Q2 2022 | $625,000 | -18.5% | 13,984 | -1.8% | 0.04% | +2.4% |
Q1 2022 | $767,000 | -5.4% | 14,241 | +100.0% | 0.04% | -6.7% |
Q4 2021 | $811,000 | -99.9% | 7,121 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $740,795,000 | +0.1% | 7,121 | 0.0% | 0.04% | -2.2% |
Q2 2021 | $740,368,000 | +8.3% | 7,121 | 0.0% | 0.05% | +12.2% |
Q1 2021 | $683,828,000 | +85592.7% | 7,121 | -18.8% | 0.04% | -18.0% |
Q4 2020 | $798,000 | -99.9% | 8,773 | 0.0% | 0.05% | -45.1% |
Q3 2020 | $707,359,000 | +5.4% | 8,773 | -34.0% | 0.09% | -3.2% |
Q2 2020 | $671,411,000 | +20.0% | 13,296 | +45.5% | 0.09% | -6.0% |
Q1 2020 | $559,615,000 | -19.2% | 9,137 | +1.3% | 0.10% | +9.9% |
Q4 2019 | $692,512,000 | +91140.1% | 9,016 | -15.8% | 0.09% | -18.8% |
Q3 2019 | $759,000 | -99.9% | 10,710 | -36.9% | 0.11% | -38.8% |
Q2 2019 | $1,190,792,000 | +960.6% | 16,965 | +921.4% | 0.18% | +916.7% |
Q1 2019 | $112,273,000 | +113307.1% | 1,661 | -0.5% | 0.02% | -5.3% |
Q4 2018 | $99,000 | -51.5% | 1,669 | -43.3% | 0.02% | -52.5% |
Q3 2018 | $204,000 | -31.5% | 2,943 | -35.8% | 0.04% | -64.0% |
Q2 2018 | $298,000 | +30.1% | 4,587 | +25.7% | 0.11% | +16.8% |
Q1 2018 | $229,000 | +6.5% | 3,650 | +7.1% | 0.10% | +3.3% |
Q4 2017 | $215,000 | +6.4% | 3,408 | +0.2% | 0.09% | -9.8% |
Q3 2017 | $202,000 | -1.5% | 3,401 | -3.2% | 0.10% | -3.8% |
Q2 2017 | $205,000 | – | 3,512 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |