SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,141,260 | -2.9% | 22,555 | +0.5% | 0.11% | -4.3% |
Q2 2023 | $1,175,272 | +14.1% | 22,442 | +5.4% | 0.12% | +4.5% |
Q1 2023 | $1,029,669 | +14.4% | 21,287 | +6.8% | 0.11% | +3.7% |
Q4 2022 | $900,286 | +8.6% | 19,940 | +1.9% | 0.11% | -8.5% |
Q3 2022 | $829,000 | +66.1% | 19,567 | +75.2% | 0.12% | +37.2% |
Q2 2022 | $499,000 | +5.5% | 11,168 | +27.3% | 0.09% | +13.2% |
Q1 2022 | $473,000 | +1.3% | 8,775 | +113.8% | 0.08% | +2.7% |
Q4 2021 | $467,000 | +9.1% | 4,105 | -0.2% | 0.07% | -12.9% |
Q3 2021 | $428,000 | +0.9% | 4,114 | +1.0% | 0.08% | -13.3% |
Q2 2021 | $424,000 | +17.1% | 4,075 | +8.0% | 0.10% | -8.4% |
Q1 2021 | $362,000 | +24.0% | 3,772 | +17.7% | 0.11% | +8.1% |
Q4 2020 | $292,000 | -13.6% | 3,206 | -23.6% | 0.10% | -28.8% |
Q3 2020 | $338,000 | +10.5% | 4,195 | +1.5% | 0.14% | -4.1% |
Q2 2020 | $306,000 | +16.8% | 4,134 | -3.5% | 0.14% | -11.6% |
Q1 2020 | $262,000 | +8.7% | 4,282 | +36.3% | 0.16% | +18.0% |
Q4 2019 | $241,000 | -2.8% | 3,142 | -10.0% | 0.14% | -14.2% |
Q3 2019 | $248,000 | +2.1% | 3,491 | +0.9% | 0.16% | -10.5% |
Q2 2019 | $243,000 | +14.1% | 3,460 | +9.8% | 0.18% | +7.1% |
Q1 2019 | $213,000 | +22.4% | 3,150 | +8.3% | 0.17% | +5.0% |
Q4 2018 | $174,000 | -19.1% | 2,908 | -6.0% | 0.16% | -34.6% |
Q3 2018 | $215,000 | -0.5% | 3,094 | -6.9% | 0.25% | -1.2% |
Q2 2018 | $216,000 | -47.8% | 3,322 | -48.8% | 0.25% | -28.2% |
Q4 2017 | $414,000 | – | 6,489 | – | 0.35% | – |
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% |