SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,030 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,872,025 | -2.0% | 91,393 | -5.3% | 2.38% | -3.0% |
Q1 2024 | $5,990,212 | +13.0% | 96,523 | +2.7% | 2.45% | +8.1% |
Q4 2023 | $5,300,213 | +7.1% | 93,975 | -3.9% | 2.27% | -6.2% |
Q3 2023 | $4,947,584 | -5.4% | 97,778 | -2.1% | 2.42% | +1.0% |
Q2 2023 | $5,227,911 | +9.0% | 99,826 | +0.7% | 2.39% | +8.1% |
Q1 2023 | $4,796,007 | +6.1% | 99,153 | -1.0% | 2.22% | -5.0% |
Q4 2022 | $4,520,053 | +9.0% | 100,112 | +2.2% | 2.33% | +8.7% |
Q3 2022 | $4,147,000 | -7.9% | 97,917 | -2.9% | 2.14% | -1.2% |
Q2 2022 | $4,503,000 | -17.5% | 100,821 | -0.5% | 2.17% | -8.0% |
Q1 2022 | $5,457,000 | -2.0% | 101,328 | +107.2% | 2.36% | -4.3% |
Q4 2021 | $5,567,000 | -0.9% | 48,907 | -9.4% | 2.47% | -7.8% |
Q3 2021 | $5,615,000 | -14.7% | 53,979 | -14.8% | 2.68% | -15.9% |
Q2 2021 | $6,586,000 | -4.6% | 63,348 | -11.9% | 3.18% | -9.4% |
Q1 2021 | $6,907,000 | +7.0% | 71,922 | +1.3% | 3.51% | +0.7% |
Q4 2020 | $6,456,000 | +11.0% | 70,980 | -1.6% | 3.49% | -1.4% |
Q3 2020 | $5,817,000 | +4.3% | 72,144 | -4.1% | 3.54% | -1.4% |
Q2 2020 | $5,576,000 | +16.8% | 75,244 | -3.5% | 3.59% | -0.8% |
Q1 2020 | $4,775,000 | -40.4% | 77,952 | -25.3% | 3.62% | -31.3% |
Q4 2019 | $8,012,000 | +11.4% | 104,309 | +2.9% | 5.26% | +4.4% |
Q3 2019 | $7,191,000 | +14.1% | 101,383 | +12.9% | 5.04% | +8.3% |
Q2 2019 | $6,303,000 | +9.2% | 89,805 | +5.2% | 4.66% | +9.4% |
Q1 2019 | $5,772,000 | +8.0% | 85,378 | -4.6% | 4.26% | -9.8% |
Q4 2018 | $5,343,000 | – | 89,502 | – | 4.72% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |