SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,657,622 | +11.6% | 32,759 | +15.5% | 0.13% | +12.6% |
Q2 2023 | $1,485,297 | +10.9% | 28,362 | +2.4% | 0.12% | +5.3% |
Q1 2023 | $1,339,280 | +116056.1% | 27,688 | +8.5% | 0.11% | +6.6% |
Q4 2022 | $1,153 | -99.9% | 25,530 | +20.3% | 0.11% | +14.0% |
Q3 2022 | $899,000 | -3.3% | 21,230 | +2.0% | 0.09% | +12.0% |
Q2 2022 | $930,000 | -18.6% | 20,814 | -1.9% | 0.08% | -9.8% |
Q1 2022 | $1,142,000 | +20.2% | 21,209 | +154.2% | 0.09% | +17.9% |
Q4 2021 | $950,000 | +24.7% | 8,345 | +13.9% | 0.08% | 0.0% |
Q3 2021 | $762,000 | +24.3% | 7,327 | +24.2% | 0.08% | +25.8% |
Q2 2021 | $613,000 | -12.3% | 5,897 | -18.9% | 0.06% | -16.2% |
Q1 2021 | $699,000 | -12.7% | 7,274 | -17.4% | 0.07% | -17.8% |
Q4 2020 | $801,000 | -12.8% | 8,810 | -22.7% | 0.09% | -30.2% |
Q3 2020 | $919,000 | +13.9% | 11,398 | +4.6% | 0.13% | +4.9% |
Q2 2020 | $807,000 | -89.6% | 10,892 | -91.4% | 0.12% | -91.6% |
Q1 2020 | $7,767,000 | -40.4% | 126,804 | -25.2% | 1.46% | -37.2% |
Q4 2019 | $13,027,000 | – | 169,596 | – | 2.33% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |