SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $311,078 | +8.3% | 5,940 | 0.0% | 0.13% | -2.2% |
Q1 2023 | $287,318 | +7.1% | 5,940 | 0.0% | 0.14% | +0.7% |
Q4 2022 | $268,191 | +6.4% | 5,940 | 0.0% | 0.14% | -2.9% |
Q3 2022 | $252,000 | -4.9% | 5,940 | +0.1% | 0.14% | +2.2% |
Q2 2022 | $265,000 | -16.9% | 5,932 | 0.0% | 0.14% | -8.1% |
Q1 2022 | $319,000 | -1.8% | 5,932 | +107.7% | 0.15% | -0.7% |
Q4 2021 | $325,000 | +9.4% | 2,856 | 0.0% | 0.15% | -0.7% |
Q3 2021 | $297,000 | 0.0% | 2,856 | 0.0% | 0.15% | -9.6% |
Q2 2021 | $297,000 | -9.7% | 2,856 | -16.8% | 0.17% | -18.5% |
Q1 2021 | $329,000 | +32.7% | 3,431 | +25.7% | 0.20% | +17.1% |
Q4 2020 | $248,000 | +12.7% | 2,729 | 0.0% | 0.18% | -6.4% |
Q3 2020 | $220,000 | – | 2,729 | – | 0.19% | – |
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% |