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 | $315,909 | -3.4% | 6,243 | 0.0% | 0.18% | +9.6% |
Q2 2023 | $326,957 | +8.3% | 6,243 | 0.0% | 0.17% | +1.8% |
Q1 2023 | $301,982 | +106985.8% | 6,243 | 0.0% | 0.16% | +4.5% |
Q4 2022 | $282 | -99.9% | 6,243 | +2.3% | 0.16% | 0.0% |
Q3 2022 | $258,000 | -5.1% | 6,100 | 0.0% | 0.16% | 0.0% |
Q2 2022 | $272,000 | -3.5% | 6,100 | +16.5% | 0.16% | +10.6% |
Q1 2022 | $282,000 | -5.4% | 5,238 | +100.0% | 0.14% | -5.3% |
Q4 2021 | $298,000 | +20.2% | 2,619 | +9.9% | 0.15% | +10.3% |
Q3 2021 | $248,000 | 0.0% | 2,383 | 0.0% | 0.14% | +4.6% |
Q2 2021 | $248,000 | +8.3% | 2,383 | 0.0% | 0.13% | +2.4% |
Q1 2021 | $229,000 | +5.5% | 2,383 | 0.0% | 0.13% | -0.8% |
Q4 2020 | $217,000 | +13.0% | 2,383 | 0.0% | 0.13% | -1.5% |
Q3 2020 | $192,000 | +25.5% | 2,383 | +15.1% | 0.13% | +15.0% |
Q2 2020 | $153,000 | +20.5% | 2,070 | 0.0% | 0.11% | 0.0% |
Q1 2020 | $127,000 | -18.1% | 2,070 | +2.5% | 0.11% | +2.7% |
Q4 2019 | $155,000 | +14.0% | 2,020 | +5.2% | 0.11% | +6.8% |
Q3 2019 | $136,000 | – | 1,920 | – | 0.10% | – |
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% |