SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,060,752 | +144.2% | 20,964 | +152.7% | 0.03% | +19.2% |
Q2 2023 | $434,420 | +10.2% | 8,295 | +1.8% | 0.03% | -10.3% |
Q1 2023 | $394,298 | +1.0% | 8,152 | -5.8% | 0.03% | -6.5% |
Q4 2022 | $390,554 | -11.2% | 8,650 | -16.8% | 0.03% | -24.4% |
Q3 2022 | $440,000 | -32.1% | 10,401 | -28.3% | 0.04% | -19.6% |
Q2 2022 | $648,000 | -11.1% | 14,499 | +7.1% | 0.05% | +4.1% |
Q1 2022 | $729,000 | -29.9% | 13,540 | +48.2% | 0.05% | -31.0% |
Q4 2021 | $1,040,000 | +47.5% | 9,138 | +34.9% | 0.07% | +34.0% |
Q3 2021 | $705,000 | +33.3% | 6,775 | +33.1% | 0.05% | +29.3% |
Q2 2021 | $529,000 | +8.2% | 5,091 | -0.1% | 0.04% | 0.0% |
Q1 2021 | $489,000 | +4.0% | 5,094 | -1.4% | 0.04% | -4.7% |
Q4 2020 | $470,000 | +19.9% | 5,165 | +6.2% | 0.04% | +2.4% |
Q3 2020 | $392,000 | +46.3% | 4,865 | +34.6% | 0.04% | +35.5% |
Q2 2020 | $268,000 | +23.5% | 3,614 | +1.9% | 0.03% | -3.1% |
Q1 2020 | $217,000 | -20.5% | 3,548 | 0.0% | 0.03% | -3.0% |
Q4 2019 | $273,000 | +8.3% | 3,548 | 0.0% | 0.03% | -2.9% |
Q3 2019 | $252,000 | +1.2% | 3,548 | 0.0% | 0.03% | +3.0% |
Q2 2019 | $249,000 | -84.9% | 3,548 | -87.1% | 0.03% | -87.2% |
Q4 2018 | $1,647,000 | -24.2% | 27,594 | -11.6% | 0.26% | -13.8% |
Q3 2018 | $2,172,000 | +18.2% | 31,229 | +10.5% | 0.30% | +13.7% |
Q2 2018 | $1,837,000 | – | 28,265 | – | 0.26% | – |
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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% |