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 | $9,979,212 | -1.7% | 197,218 | +1.7% | 3.69% | +0.7% |
Q2 2023 | $10,154,380 | +5.4% | 193,897 | -2.6% | 3.66% | +2.1% |
Q1 2023 | $9,632,503 | +106019.9% | 199,142 | -0.9% | 3.59% | -16.7% |
Q4 2022 | $9,077 | -99.9% | 201,038 | +6.1% | 4.30% | +15.8% |
Q3 2022 | $8,025,000 | -26.6% | 189,504 | +57.6% | 3.72% | -23.7% |
Q4 2020 | $10,937,000 | +8.5% | 120,258 | -3.8% | 4.87% | -3.4% |
Q3 2020 | $10,077,000 | +28.8% | 124,973 | -2.2% | 5.05% | -9.7% |
Q1 2020 | $7,823,000 | -23.3% | 127,724 | -6.8% | 5.59% | -7.3% |
Q3 2019 | $10,194,000 | +6.0% | 137,067 | +2.0% | 6.03% | -1.2% |
Q2 2019 | $9,613,000 | +7.5% | 134,351 | -10.3% | 6.11% | -9.9% |
Q4 2018 | $8,939,000 | -13.4% | 149,727 | +1.0% | 6.77% | +3.4% |
Q3 2018 | $10,317,000 | +2.9% | 148,312 | -3.9% | 6.55% | -7.1% |
Q2 2018 | $10,029,000 | -1.8% | 154,315 | -6.9% | 7.05% | -6.3% |
Q1 2018 | $10,214,000 | -0.6% | 165,674 | +2.8% | 7.52% | -2.6% |
Q4 2017 | $10,280,000 | – | 161,183 | – | 7.73% | – |
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% |