SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,465 | -3.4% | 108 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $5,656 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $5,224 | +7.1% | 108 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4,876 | -98.3% | 108 | -98.4% | 0.00% | -97.3% |
Q3 2022 | $283,000 | -16.8% | 6,680 | -12.2% | 0.04% | -19.6% |
Q2 2022 | $340,000 | -15.8% | 7,610 | +1.4% | 0.05% | -6.1% |
Q1 2022 | $404,000 | -14.9% | 7,502 | +79.7% | 0.05% | -14.0% |
Q4 2021 | $475,000 | +9.4% | 4,174 | 0.0% | 0.06% | -6.6% |
Q3 2021 | $434,000 | -4.4% | 4,174 | -4.3% | 0.06% | -7.6% |
Q2 2021 | $454,000 | +8.4% | 4,363 | 0.0% | 0.07% | -2.9% |
Q1 2021 | $419,000 | +6.6% | 4,363 | +0.9% | 0.07% | -6.8% |
Q4 2020 | $393,000 | +39.9% | 4,325 | +24.2% | 0.07% | +19.7% |
Q3 2020 | $281,000 | +8.9% | 3,481 | 0.0% | 0.06% | +7.0% |
Q2 2020 | $258,000 | +14.2% | 3,481 | -5.9% | 0.06% | +50.0% |
Q1 2020 | $226,000 | -18.7% | 3,698 | +1.6% | 0.04% | +11.8% |
Q4 2019 | $278,000 | – | 3,638 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |