SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51 | -3.8% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $53 | +8.2% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $49 | +6.5% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $46 | -99.9% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $43,000 | -4.4% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -16.7% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $54,000 | -6.9% | 1,012 | +100.0% | 0.00% | -25.0% |
| Q4 2021 | $58,000 | +9.4% | 506 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $53,000 | 0.0% | 506 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $53,000 | +8.2% | 506 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $49,000 | +6.5% | 506 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $46,000 | +12.2% | 506 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $41,000 | +10.8% | 506 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $37,000 | +19.4% | 506 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $31,000 | -20.5% | 506 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $39,000 | +8.3% | 506 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | 0.0% | 506 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $36,000 | +5.9% | 506 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $34,000 | +13.3% | 506 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $30,000 | -14.3% | 506 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $35,000 | +6.1% | 506 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $33,000 | +3.1% | 506 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $32,000 | 0.0% | 506 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $32,000 | +6.7% | 506 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $30,000 | +3.4% | 506 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $29,000 | +3.6% | 506 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $28,000 | +3.7% | 506 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $27,000 | +3.8% | 506 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $26,000 | +4.0% | 506 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $25,000 | +8.7% | 506 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $23,000 | -8.0% | 506 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $25,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $25,000 | +4.2% | 506 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $24,000 | 0.0% | 506 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $24,000 | – | 506 | – | 0.01% | – |
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% |