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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $76,093 | -13.6% | 1,453 | -20.2% | 0.01% | -18.2% |
Q1 2023 | $88,023 | +7.3% | 1,820 | +0.1% | 0.01% | +10.0% |
Q4 2022 | $82,062 | +6.6% | 1,818 | +0.2% | 0.01% | 0.0% |
Q3 2022 | $77,000 | -4.9% | 1,815 | +0.2% | 0.01% | 0.0% |
Q2 2022 | $81,000 | -12.0% | 1,812 | +6.0% | 0.01% | 0.0% |
Q1 2022 | $92,000 | -5.2% | 1,710 | +100.0% | 0.01% | 0.0% |
Q4 2021 | $97,000 | +9.0% | 855 | +0.1% | 0.01% | 0.0% |
Q3 2021 | $89,000 | +39.1% | 854 | +38.4% | 0.01% | +42.9% |
Q2 2021 | $64,000 | +8.5% | 617 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $59,000 | -40.4% | 617 | -43.1% | 0.01% | -50.0% |
Q4 2020 | $99,000 | +17.9% | 1,084 | +4.6% | 0.01% | 0.0% |
Q3 2020 | $84,000 | +9.1% | 1,036 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $77,000 | +22.2% | 1,036 | 0.0% | 0.01% | +7.7% |
Q1 2020 | $63,000 | +96.9% | 1,036 | +144.9% | 0.01% | +62.5% |
Q4 2019 | $32,000 | -8.6% | 423 | -15.1% | 0.01% | -11.1% |
Q3 2019 | $35,000 | 0.0% | 498 | 0.0% | 0.01% | -10.0% |
Q2 2019 | $35,000 | +2.9% | 498 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $34,000 | +13.3% | 498 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $30,000 | -14.3% | 498 | 0.0% | 0.01% | -9.1% |
Q3 2018 | $35,000 | -46.2% | 498 | -50.1% | 0.01% | -50.0% |
Q2 2018 | $65,000 | – | 998 | – | 0.02% | – |
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% |