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 | $2,595,398 | +0.7% | 51,292 | +4.3% | 0.36% | +2.0% |
Q2 2023 | $2,576,288 | -8.1% | 49,194 | -15.2% | 0.35% | -9.3% |
Q1 2023 | $2,804,850 | -3.0% | 57,987 | -9.5% | 0.39% | -8.1% |
Q4 2022 | $2,893,033 | +2.0% | 64,076 | -4.3% | 0.42% | -6.0% |
Q3 2022 | $2,835,000 | -8.2% | 66,946 | -3.2% | 0.45% | -4.1% |
Q2 2022 | $3,089,000 | -23.9% | 69,159 | -8.3% | 0.47% | -15.6% |
Q1 2022 | $4,061,000 | -1.8% | 75,407 | +107.5% | 0.55% | -0.2% |
Q4 2021 | $4,136,000 | +33.5% | 36,341 | +22.0% | 0.55% | +20.0% |
Q3 2021 | $3,098,000 | +6.2% | 29,778 | +6.2% | 0.46% | +4.3% |
Q2 2021 | $2,917,000 | +15.2% | 28,051 | +6.3% | 0.44% | +3.5% |
Q1 2021 | $2,533,000 | +15.3% | 26,377 | +9.3% | 0.43% | -0.2% |
Q4 2020 | $2,196,000 | +30.4% | 24,142 | +15.6% | 0.43% | +5.2% |
Q3 2020 | $1,684,000 | +62.5% | 20,891 | +49.5% | 0.41% | +18.7% |
Q2 2020 | $1,036,000 | +10.7% | 13,978 | +0.2% | 0.34% | +3.6% |
Q1 2020 | $936,000 | -5.5% | 13,957 | +10.1% | 0.33% | +13.0% |
Q4 2019 | $990,000 | +11.6% | 12,675 | +1.3% | 0.29% | -6.7% |
Q3 2019 | $887,000 | -8.0% | 12,511 | -6.6% | 0.31% | -15.1% |
Q2 2019 | $964,000 | +81.5% | 13,397 | +70.4% | 0.37% | +71.3% |
Q1 2019 | $531,000 | +13.7% | 7,861 | +0.5% | 0.22% | -5.3% |
Q4 2018 | $467,000 | -23.8% | 7,825 | -11.3% | 0.23% | +31.8% |
Q3 2018 | $613,000 | +9.7% | 8,820 | +2.5% | 0.17% | 0.0% |
Q2 2018 | $559,000 | +2.4% | 8,609 | -0.6% | 0.17% | -8.9% |
Q1 2018 | $546,000 | -1.1% | 8,663 | +0.1% | 0.19% | -4.0% |
Q4 2017 | $552,000 | +34.0% | 8,656 | +26.2% | 0.20% | +20.7% |
Q3 2017 | $412,000 | +43.1% | 6,859 | +37.5% | 0.16% | +33.3% |
Q2 2017 | $288,000 | – | 4,987 | – | 0.12% | – |
Download |
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% |