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 | $661,647 | -38.3% | 13,076 | -36.1% | 0.38% | -34.5% |
Q2 2023 | $1,072,206 | +109.8% | 20,474 | +93.8% | 0.58% | +86.2% |
Q1 2023 | $511,094 | +99.6% | 10,566 | +86.3% | 0.31% | +69.9% |
Q4 2022 | $256,045 | -48.6% | 5,671 | -49.1% | 0.18% | -55.0% |
Q2 2022 | $498,000 | -29.5% | 11,145 | -15.0% | 0.41% | +8.2% |
Q1 2022 | $706,000 | -7.1% | 13,113 | +96.4% | 0.38% | +9.3% |
Q4 2021 | $760,000 | +16.7% | 6,676 | +6.6% | 0.34% | +18.2% |
Q3 2021 | $651,000 | +135.9% | 6,261 | +136.0% | 0.29% | +140.5% |
Q2 2021 | $276,000 | +7.0% | 2,653 | -1.1% | 0.12% | -10.4% |
Q1 2021 | $258,000 | -24.1% | 2,682 | -28.2% | 0.14% | -35.1% |
Q4 2020 | $340,000 | +11.5% | 3,737 | -1.1% | 0.21% | +1.0% |
Q3 2020 | $305,000 | +26.0% | 3,778 | +15.8% | 0.21% | -2.4% |
Q2 2020 | $242,000 | -62.5% | 3,263 | -69.1% | 0.21% | -72.8% |
Q1 2020 | $646,000 | -61.5% | 10,550 | -51.7% | 0.78% | -48.6% |
Q4 2019 | $1,678,000 | +8.6% | 21,845 | +0.3% | 1.51% | +10.9% |
Q3 2019 | $1,545,000 | -19.2% | 21,782 | -20.0% | 1.36% | -14.0% |
Q2 2019 | $1,911,000 | +3.5% | 27,230 | -0.3% | 1.58% | -3.5% |
Q1 2019 | $1,847,000 | -50.8% | 27,325 | -56.5% | 1.64% | -34.9% |
Q4 2018 | $3,751,000 | +583.2% | 62,835 | +696.5% | 2.52% | +770.0% |
Q3 2018 | $549,000 | -87.5% | 7,889 | -88.4% | 0.29% | -87.6% |
Q2 2018 | $4,406,000 | -16.6% | 67,792 | -19.0% | 2.34% | -22.2% |
Q1 2018 | $5,282,000 | +214.8% | 83,742 | +199.6% | 3.01% | +282.0% |
Q3 2017 | $1,678,000 | +52.8% | 27,953 | +47.1% | 0.79% | +28.7% |
Q2 2017 | $1,098,000 | +36.2% | 19,005 | +25.5% | 0.61% | +24.3% |
Q4 2016 | $806,000 | – | 15,147 | – | 0.49% | – |
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% |