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 | $227,791 | -3.2% | 4,502 | +0.2% | 0.00% | 0.0% |
Q2 2023 | $235,423 | -3.5% | 4,495 | -10.8% | 0.00% | 0.0% |
Q1 2023 | $243,839 | +24.2% | 5,041 | +15.9% | 0.00% | +33.3% |
Q4 2022 | $196,292 | -5.6% | 4,348 | -11.5% | 0.00% | -25.0% |
Q3 2022 | $208,000 | -2.3% | 4,912 | +3.0% | 0.00% | 0.0% |
Q2 2022 | $213,000 | -9.4% | 4,771 | +9.4% | 0.00% | 0.0% |
Q1 2022 | $235,000 | -27.0% | 4,361 | +54.3% | 0.00% | -20.0% |
Q4 2021 | $322,000 | +81.9% | 2,826 | +66.4% | 0.01% | +66.7% |
Q3 2021 | $177,000 | -14.5% | 1,698 | -14.8% | 0.00% | 0.0% |
Q2 2021 | $207,000 | -99.9% | 1,992 | -8.1% | 0.00% | +50.0% |
Q1 2021 | $208,130,000 | +212277.6% | 2,168 | +100.6% | 0.00% | 0.0% |
Q4 2020 | $98,000 | +12.6% | 1,081 | +0.3% | 0.00% | 0.0% |
Q3 2020 | $87,000 | +22.5% | 1,078 | +11.8% | 0.00% | 0.0% |
Q2 2020 | $71,000 | +22.4% | 964 | +0.4% | 0.00% | 0.0% |
Q1 2020 | $58,000 | -21.6% | 960 | -0.4% | 0.00% | 0.0% |
Q4 2019 | $74,000 | +8.8% | 964 | +0.4% | 0.00% | 0.0% |
Q3 2019 | $68,000 | +1.5% | 960 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $67,000 | +1.5% | 960 | +0.9% | 0.00% | -33.3% |
Q3 2018 | $66,000 | +6.5% | 951 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $62,000 | +5.1% | 951 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $59,000 | -1.7% | 951 | 0.0% | 0.00% | -20.0% |
Q4 2017 | $60,000 | +566.7% | 951 | +529.8% | 0.01% | +400.0% |
Q3 2017 | $9,000 | +12.5% | 151 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $8,000 | +33.3% | 151 | +39.8% | 0.00% | 0.0% |
Q1 2017 | $6,000 | – | 108 | – | 0.00% | – |
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% |