SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $185,405 | -12.2% | 3,664 | -9.1% | 0.10% | -1.0% |
Q2 2023 | $211,146 | -3.9% | 4,032 | -11.2% | 0.10% | -29.9% |
Q1 2023 | $219,686 | +12.4% | 4,542 | +4.9% | 0.14% | +15.1% |
Q4 2022 | $195,435 | +2.3% | 4,329 | -4.2% | 0.12% | -7.0% |
Q3 2022 | $191,000 | -19.4% | 4,519 | -15.0% | 0.13% | -13.5% |
Q2 2022 | $237,000 | -59.6% | 5,318 | -51.2% | 0.15% | -45.0% |
Q1 2022 | $586,000 | -38.7% | 10,890 | +29.7% | 0.27% | -32.9% |
Q4 2021 | $956,000 | +10.1% | 8,395 | +0.6% | 0.40% | -5.4% |
Q3 2021 | $868,000 | +6.6% | 8,341 | +6.5% | 0.42% | +6.8% |
Q2 2021 | $814,000 | +156.0% | 7,831 | +136.2% | 0.40% | +116.9% |
Q1 2021 | $318,000 | +5.0% | 3,316 | -0.3% | 0.18% | +4.0% |
Q4 2020 | $303,000 | +43.6% | 3,327 | +27.1% | 0.18% | +21.4% |
Q3 2020 | $211,000 | +14.1% | 2,618 | +5.0% | 0.14% | -4.6% |
Q2 2020 | $185,000 | +25.9% | 2,494 | +3.7% | 0.15% | +3.4% |
Q1 2020 | $147,000 | -80.3% | 2,404 | -75.2% | 0.15% | -71.5% |
Q4 2019 | $746,000 | +251.9% | 9,707 | +225.3% | 0.52% | +204.7% |
Q3 2019 | $212,000 | -27.4% | 2,984 | -28.2% | 0.17% | -26.2% |
Q2 2019 | $292,000 | -9.3% | 4,154 | -12.7% | 0.23% | -15.8% |
Q1 2019 | $322,000 | +58.6% | 4,760 | +40.2% | 0.27% | +17.7% |
Q4 2018 | $203,000 | – | 3,395 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |