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 | $1,825,446 | -4.7% | 36,076 | -1.3% | 0.04% | 0.0% |
Q2 2023 | $1,914,490 | +2.2% | 36,557 | -5.6% | 0.04% | -5.0% |
Q1 2023 | $1,872,548 | +4.9% | 38,713 | -2.1% | 0.04% | -2.4% |
Q4 2022 | $1,785,366 | +39.4% | 39,543 | +30.7% | 0.04% | +36.7% |
Q3 2022 | $1,281,000 | -4.6% | 30,244 | +0.6% | 0.03% | +3.4% |
Q2 2022 | $1,343,000 | -17.5% | 30,078 | -0.5% | 0.03% | 0.0% |
Q1 2022 | $1,628,000 | -5.2% | 30,232 | +100.3% | 0.03% | -3.3% |
Q4 2021 | $1,718,000 | +9.4% | 15,096 | -0.0% | 0.03% | +3.4% |
Q3 2021 | $1,571,000 | -2.9% | 15,101 | -2.9% | 0.03% | 0.0% |
Q2 2021 | $1,618,000 | +11.8% | 15,560 | +3.3% | 0.03% | 0.0% |
Q1 2021 | $1,447,000 | +4.8% | 15,068 | -0.8% | 0.03% | 0.0% |
Q4 2020 | $1,381,000 | +12.5% | 15,189 | -0.3% | 0.03% | -6.5% |
Q3 2020 | $1,228,000 | -8.9% | 15,230 | -16.3% | 0.03% | -11.4% |
Q2 2020 | $1,348,000 | +29.2% | 18,191 | +6.8% | 0.04% | +9.4% |
Q1 2020 | $1,043,000 | -12.3% | 17,036 | +10.0% | 0.03% | +10.3% |
Q4 2019 | $1,189,000 | +8.4% | 15,484 | +0.1% | 0.03% | -3.3% |
Q3 2019 | $1,097,000 | -0.5% | 15,467 | -1.6% | 0.03% | 0.0% |
Q2 2019 | $1,103,000 | +3.9% | 15,718 | +0.1% | 0.03% | +7.1% |
Q1 2019 | $1,062,000 | +16.2% | 15,702 | +2.6% | 0.03% | -3.4% |
Q4 2018 | $914,000 | +20.9% | 15,303 | +40.8% | 0.03% | +52.6% |
Q3 2018 | $756,000 | +4.9% | 10,869 | -2.0% | 0.02% | -5.0% |
Q2 2018 | $721,000 | +3.1% | 11,090 | +0.1% | 0.02% | +11.1% |
Q1 2018 | $699,000 | +102.6% | 11,078 | +104.8% | 0.02% | +100.0% |
Q4 2017 | $345,000 | – | 5,408 | – | 0.01% | – |
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% |