SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $26,503,781 | -1.5% | 523,790 | +2.0% | 12.90% | +1.6% |
Q2 2023 | $26,905,308 | +15.8% | 513,754 | +7.0% | 12.69% | +2.4% |
Q1 2023 | $23,235,403 | +19.6% | 480,368 | +11.7% | 12.40% | +8.0% |
Q4 2022 | $19,424,070 | +5.5% | 430,212 | -1.0% | 11.48% | -2.6% |
Q3 2022 | $18,413,000 | -1.9% | 434,774 | +3.5% | 11.78% | +2.1% |
Q2 2022 | $18,767,000 | -16.2% | 420,220 | +1.1% | 11.54% | -6.8% |
Q1 2022 | $22,382,000 | -4.4% | 415,631 | +102.0% | 12.38% | +0.7% |
Q4 2021 | $23,421,000 | +12.1% | 205,776 | +2.4% | 12.30% | +3.8% |
Q3 2021 | $20,895,000 | +2.2% | 200,858 | +2.1% | 11.85% | -0.4% |
Q2 2021 | $20,444,000 | +12.5% | 196,632 | +3.9% | 11.90% | +3.5% |
Q1 2021 | $18,176,000 | -1.3% | 189,275 | -6.5% | 11.50% | -7.5% |
Q4 2020 | $18,419,000 | – | 202,512 | – | 12.42% | – |
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% |