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 | $838,608 | +18.8% | 16,573 | +22.9% | 0.00% | 0.0% |
Q2 2023 | $706,170 | +28.2% | 13,484 | +18.4% | 0.00% | +50.0% |
Q1 2023 | $550,850 | -9.3% | 11,388 | -15.3% | 0.00% | -33.3% |
Q4 2022 | $607,329 | -19.6% | 13,451 | -24.6% | 0.00% | 0.0% |
Q3 2022 | $755,000 | -10.2% | 17,836 | -5.3% | 0.00% | -25.0% |
Q2 2022 | $841,000 | -26.7% | 18,835 | -11.6% | 0.00% | 0.0% |
Q1 2022 | $1,147,000 | +34.5% | 21,308 | +184.4% | 0.00% | +33.3% |
Q4 2021 | $853,000 | +59.1% | 7,491 | +45.3% | 0.00% | +50.0% |
Q3 2021 | $536,000 | +103.0% | 5,154 | +103.3% | 0.00% | +100.0% |
Q2 2021 | $264,000 | +4.3% | 2,535 | -3.9% | 0.00% | 0.0% |
Q1 2021 | $253,000 | -63.1% | 2,637 | -65.0% | 0.00% | -66.7% |
Q4 2020 | $685,000 | +2.5% | 7,535 | -9.0% | 0.00% | 0.0% |
Q3 2020 | $668,000 | +24.2% | 8,284 | +14.1% | 0.00% | 0.0% |
Q2 2020 | $538,000 | +10.2% | 7,260 | -8.8% | 0.00% | 0.0% |
Q1 2020 | $488,000 | -28.1% | 7,963 | -9.9% | 0.00% | 0.0% |
Q4 2019 | $679,000 | +388.5% | 8,839 | +351.4% | 0.00% | +200.0% |
Q3 2019 | $139,000 | +1.5% | 1,958 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $137,000 | -19.4% | 1,958 | -22.1% | 0.00% | 0.0% |
Q1 2019 | $170,000 | -48.9% | 2,515 | -54.9% | 0.00% | -50.0% |
Q4 2018 | $333,000 | +306.1% | 5,582 | +373.5% | 0.00% | +100.0% |
Q3 2018 | $82,000 | +6.5% | 1,179 | -0.1% | 0.00% | 0.0% |
Q2 2018 | $77,000 | -6.1% | 1,180 | -9.0% | 0.00% | 0.0% |
Q1 2018 | $82,000 | – | 1,297 | – | 0.00% | – |
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% |