SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,521 | -9.6% | 175,803 | -2.3% | 6.38% | -2.7% |
Q2 2023 | $9,425 | +7.5% | 179,985 | -0.7% | 6.56% | +16.9% |
Q1 2023 | $8,770 | -17.9% | 181,314 | -23.4% | 5.61% | -20.9% |
Q4 2022 | $10,682 | -99.9% | 236,598 | -1.1% | 7.10% | -0.8% |
Q3 2022 | $10,104,000 | -7.7% | 239,143 | -2.4% | 7.16% | -4.7% |
Q2 2022 | $10,944,000 | -20.6% | 245,055 | -4.2% | 7.51% | -22.3% |
Q1 2022 | $13,780,000 | +3.1% | 255,899 | +100.0% | 9.66% | -6.2% |
Q4 2021 | $13,362,000 | -7.1% | 127,949 | -2.7% | 10.30% | +20.7% |
Q3 2021 | $14,390,000 | +1.8% | 131,545 | -1.3% | 8.53% | -3.7% |
Q2 2021 | $14,133,000 | +6.7% | 133,271 | -3.4% | 8.85% | -1.1% |
Q1 2021 | $13,249,000 | -4.1% | 137,965 | -9.2% | 8.95% | -11.0% |
Q4 2020 | $13,818,000 | +5.4% | 151,934 | -1.6% | 10.06% | -0.3% |
Q3 2020 | $13,115,000 | +7.4% | 154,335 | -6.4% | 10.09% | -1.8% |
Q2 2020 | $12,213,000 | +17.3% | 164,813 | -3.0% | 10.28% | -3.8% |
Q1 2020 | $10,410,000 | +3.9% | 169,952 | +31.1% | 10.68% | +6.8% |
Q4 2019 | $10,018,000 | – | 129,649 | – | 9.99% | – |
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% |