SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,776,140 | -28.8% | 331,541 | -26.4% | 0.02% | -40.5% |
Q2 2023 | $23,554,111 | -71.3% | 450,280 | -73.5% | 0.04% | -72.9% |
Q1 2023 | $82,158,523 | +6.9% | 1,698,621 | -0.2% | 0.16% | -0.6% |
Q4 2022 | $76,873,469 | +5.6% | 1,702,609 | -1.0% | 0.16% | -6.0% |
Q3 2022 | $72,821,000 | -11.8% | 1,719,507 | -7.0% | 0.17% | -8.8% |
Q2 2022 | $82,586,000 | -9.9% | 1,849,334 | +4.7% | 0.18% | +2.2% |
Q1 2022 | $91,687,000 | -6.7% | 1,766,512 | +104.5% | 0.18% | -4.3% |
Q4 2021 | $98,256,000 | -11.7% | 863,817 | -19.2% | 0.19% | -19.8% |
Q3 2021 | $111,316,000 | -10.9% | 1,069,579 | -11.1% | 0.23% | -14.1% |
Q2 2021 | $124,951,000 | -1.7% | 1,202,509 | -9.2% | 0.27% | -11.8% |
Q1 2021 | $127,080,000 | +8.5% | 1,324,788 | +2.9% | 0.31% | -2.2% |
Q4 2020 | $117,177,000 | +7.4% | 1,287,590 | -4.9% | 0.31% | -4.0% |
Q3 2020 | $109,060,000 | +15.4% | 1,353,782 | +6.5% | 0.33% | +2.8% |
Q2 2020 | $94,481,000 | +33.1% | 1,271,727 | -81.3% | 0.32% | +8.9% |
Q1 2020 | $70,966,000 | – | 6,816,297 | – | 0.29% | – |
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% |