UBS Group AG - SCHWAB STRATEGIC TR ownership

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
UBS Group AG ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$378,796,458
-5.1%
7,486,096
-1.8%
0.13%
-3.0%
Q2 2023$399,127,324
+5.3%
7,621,297
-2.8%
0.14%
-2.9%
Q1 2023$379,199,662
+6.7%
7,839,563
-0.4%
0.14%
+4.5%
Q4 2022$355,398,767
+2.8%
7,871,512
-3.6%
0.13%
-12.5%
Q3 2022$345,820,000
-6.1%
8,165,763
-1.0%
0.15%
+0.7%
Q2 2022$368,478,000
-19.4%
8,250,752
-2.8%
0.15%
-0.7%
Q1 2022$457,211,000
-5.6%
8,490,448
+99.5%
0.15%
+9.4%
Q4 2021$484,500,000
+5.7%
4,256,718
-3.4%
0.14%
-3.5%
Q3 2021$458,272,000
+2.7%
4,405,194
+2.7%
0.14%0.0%
Q2 2021$446,078,000
+14.5%
4,290,448
+5.7%
0.14%
+11.6%
Q1 2021$389,615,000
+10.5%
4,057,220
+4.7%
0.13%
+8.4%
Q4 2020$352,442,000
+6.0%
3,875,114
-6.0%
0.12%
-4.8%
Q3 2020$332,369,000
+17.5%
4,122,152
+8.0%
0.12%
+5.0%
Q2 2020$282,865,000
+65.1%
3,817,332
+36.5%
0.12%
+46.9%
Q1 2020$171,331,000
-3.2%
2,797,241
+21.4%
0.08%
+30.6%
Q4 2019$177,028,000
+30.4%
2,304,755
+20.4%
0.06%
+19.2%
Q3 2019$135,764,000
+29.2%
1,914,063
+27.8%
0.05%
+30.0%
Q2 2019$105,108,000
+43.9%
1,497,473
+38.6%
0.04%
+33.3%
Q1 2019$73,053,000
+53.5%
1,080,516
+35.5%
0.03%
+36.4%
Q4 2018$47,589,000
+23.4%
797,136
+43.7%
0.02%
+46.7%
Q3 2018$38,575,000
+103.8%
554,559
+90.5%
0.02%
+87.5%
Q2 2018$18,924,000
+322.1%
291,181
+309.7%
0.01%
+300.0%
Q1 2018$4,483,000
+74.8%
71,067
+76.7%
0.00%
+100.0%
Q4 2017$2,565,000
+33.8%
40,224
+26.0%
0.00%0.0%
Q3 2017$1,917,000
-5.2%
31,925
-8.8%
0.00%0.0%
Q2 2017$2,022,000
+37.8%
34,997
+34.3%
0.00%0.0%
Q1 2017$1,467,000
+345.9%
26,062
+322.5%
0.00%
Q4 2016$329,000
-92.4%
6,168
-92.6%
0.00%
-100.0%
Q3 2016$4,313,000
+914.8%
83,545
+877.6%
0.00%
Q2 2016$425,000
-73.0%
8,546
-73.5%
0.00%
-100.0%
Q1 2016$1,573,000
+241.2%
32,215
+239.6%
0.00%
Q4 2015$461,000
-77.9%
9,486
-79.2%
0.00%
-100.0%
Q3 2015$2,087,000
-73.6%
45,600
-71.5%
0.00%
-80.0%
Q2 2015$7,891,000
+332.6%
160,037
+334.8%
0.01%
+400.0%
Q1 2015$1,824,000
+638.5%
36,803
+631.4%
0.00%
Q4 2014$247,0005,0320.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,113,379$410,536,95545.50%
Campbell Wealth Management 4,509,439$228,17827.78%
Adams Wealth Management 1,545,431$78,198,79126.53%
Diversified, LLC 1,706,300$86,338,76322.40%
Kolinsky Wealth Management, LLC 438,061$22,165,89422.01%
Northwest Quadrant Wealth Management, LLC 1,504,510$76,128,21121.37%
BlueSky Wealth Advisors, LLC 1,973,276$99,847,76120.42%
FINANCIAL CONSULATE, INC 899,723$45,525,96620.10%
Leverty Financial Group, LLC 531,156$26,875,97419.51%
HBK Sorce Advisory LLC 8,722,542$441,360,64319.43%
View complete list of SCHWAB STRATEGIC TR shareholders