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 | $727,628 | -6.0% | 14,380 | -2.7% | 1.01% | +141.0% |
Q2 2023 | $773,925 | +4.4% | 14,778 | -3.5% | 0.42% | -11.2% |
Q1 2023 | $741,077 | -12.9% | 15,321 | -18.7% | 0.47% | -76.7% |
Q4 2022 | $851,168 | +3.4% | 18,852 | -3.0% | 2.03% | +135.7% |
Q3 2022 | $823,000 | -13.3% | 19,442 | -8.3% | 0.86% | +36.8% |
Q2 2022 | $949,000 | -21.2% | 21,213 | -5.1% | 0.63% | -31.3% |
Q1 2022 | $1,204,000 | -21.6% | 22,351 | +65.6% | 0.92% | +38.3% |
Q4 2021 | $1,536,000 | +7.4% | 13,499 | -1.8% | 0.66% | +5.1% |
Q3 2021 | $1,430,000 | -2.7% | 13,742 | -2.9% | 0.63% | +9.0% |
Q2 2021 | $1,469,000 | +3.5% | 14,149 | -4.4% | 0.58% | -7.9% |
Q1 2021 | $1,419,000 | +3.4% | 14,800 | -2.0% | 0.63% | -12.6% |
Q4 2020 | $1,373,000 | +5.8% | 15,095 | -6.2% | 0.72% | -62.0% |
Q3 2020 | $1,298,000 | +4.9% | 16,099 | -3.6% | 1.90% | +135.7% |
Q2 2020 | $1,237,000 | +15.6% | 16,694 | -4.4% | 0.80% | -32.9% |
Q1 2020 | $1,070,000 | -62.2% | 17,466 | -52.6% | 1.20% | -19.7% |
Q4 2019 | $2,832,000 | -29.3% | 36,868 | -34.7% | 1.49% | -37.9% |
Q3 2019 | $4,004,000 | +55.1% | 56,449 | +53.4% | 2.40% | +54.0% |
Q2 2019 | $2,582,000 | +182.2% | 36,790 | +171.7% | 1.56% | +50.3% |
Q1 2019 | $915,000 | – | 13,540 | – | 1.04% | – |
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% |