SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $105,850,662 | -6.7% | 2,091,910 | -3.4% | 0.41% | +192.1% |
Q2 2023 | $113,420,290 | +25.6% | 2,165,749 | +16.0% | 0.14% | -92.2% |
Q1 2023 | $90,280,852 | -15.1% | 1,866,463 | -20.8% | 1.81% | +34.1% |
Q4 2022 | $106,396,937 | +128.1% | 2,357,188 | +114.0% | 1.35% | +128.3% |
Q3 2022 | $46,652,000 | -4.7% | 1,101,580 | +0.3% | 0.59% | -2.0% |
Q2 2022 | $48,973,000 | -17.6% | 1,098,401 | -0.5% | 0.60% | -2.6% |
Q1 2022 | $59,435,000 | +4.3% | 1,103,729 | +120.4% | 0.62% | +12.4% |
Q4 2021 | $57,011,000 | +10.7% | 500,800 | +1.2% | 0.55% | -20.6% |
Q3 2021 | $51,487,000 | -4.6% | 494,928 | -4.6% | 0.69% | -9.3% |
Q2 2021 | $53,955,000 | +6.5% | 518,946 | -1.6% | 0.76% | -4.7% |
Q1 2021 | $50,661,000 | +4.6% | 527,560 | -1.0% | 0.80% | +2.0% |
Q4 2020 | $48,455,000 | +1.9% | 532,761 | -9.7% | 0.79% | -11.6% |
Q3 2020 | $47,562,000 | +21.9% | 589,880 | +12.0% | 0.89% | +3.9% |
Q2 2020 | $39,021,000 | -37.7% | 526,598 | -48.5% | 0.86% | -55.1% |
Q1 2020 | $62,634,000 | +9.9% | 1,022,594 | +37.9% | 1.90% | +23.5% |
Q4 2019 | $56,976,000 | +78.6% | 741,778 | +64.9% | 1.54% | +58.0% |
Q3 2019 | $31,908,000 | +2677.0% | 449,847 | +2661.2% | 0.98% | +2611.1% |
Q2 2019 | $1,149,000 | +85.0% | 16,292 | +77.3% | 0.04% | +50.0% |
Q1 2019 | $621,000 | +31.6% | 9,188 | +16.4% | 0.02% | -14.3% |
Q4 2018 | $472,000 | – | 7,893 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |