SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $328,248 | +5.5% | 5,820 | -5.4% | 0.13% | -2.2% |
Q3 2023 | $311,190 | -16.6% | 6,150 | -13.6% | 0.14% | -15.0% |
Q2 2023 | $372,979 | -8.1% | 7,122 | -15.2% | 0.16% | -14.4% |
Q1 2023 | $406,066 | -0.1% | 8,395 | -6.8% | 0.19% | -5.1% |
Q4 2022 | $406,485 | -64.4% | 9,003 | -66.6% | 0.20% | -67.2% |
Q3 2022 | $1,141,000 | -6.3% | 26,953 | -1.2% | 0.60% | -2.6% |
Q2 2022 | $1,218,000 | -12.4% | 27,279 | +5.7% | 0.62% | +1.0% |
Q1 2022 | $1,390,000 | -10.3% | 25,807 | +89.6% | 0.61% | -7.4% |
Q4 2021 | $1,549,000 | +3.8% | 13,608 | -5.2% | 0.66% | +2.0% |
Q3 2021 | $1,493,000 | -1.5% | 14,354 | -1.6% | 0.65% | +1.3% |
Q2 2021 | $1,516,000 | +18.3% | 14,585 | +9.4% | 0.64% | +7.6% |
Q1 2021 | $1,281,000 | +12.2% | 13,337 | +6.2% | 0.59% | +0.3% |
Q4 2020 | $1,142,000 | +8.3% | 12,554 | -4.0% | 0.59% | -2.3% |
Q3 2020 | $1,054,000 | +38.5% | 13,075 | +27.3% | 0.60% | +22.0% |
Q2 2020 | $761,000 | +235.2% | 10,270 | +176.9% | 0.50% | +136.2% |
Q1 2020 | $227,000 | -20.9% | 3,709 | -0.6% | 0.21% | -7.1% |
Q4 2019 | $287,000 | – | 3,731 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |