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 | $1,084,864 | -54.8% | 21,440 | -53.3% | 0.75% | -11.1% |
| Q2 2023 | $2,402,108 | +122.2% | 45,868 | +105.2% | 0.84% | -9.8% |
| Q1 2023 | $1,081,021 | +94065.6% | 22,349 | -12.1% | 0.94% | -5.5% |
| Q4 2022 | $1,148 | -100.0% | 25,428 | -80.7% | 0.99% | -78.2% |
| Q3 2022 | $5,580,000 | +3.6% | 131,757 | +9.3% | 4.54% | +6.3% |
| Q2 2022 | $5,384,000 | -24.6% | 120,554 | -9.1% | 4.27% | +0.4% |
| Q1 2022 | $7,145,000 | +2.2% | 132,685 | +116.0% | 4.25% | +19.5% |
| Q4 2021 | $6,990,000 | +36.7% | 61,415 | +25.0% | 3.56% | +40.8% |
| Q3 2021 | $5,112,000 | +48.9% | 49,141 | +48.8% | 2.53% | +39.3% |
| Q2 2021 | $3,434,000 | +8.3% | 33,033 | +0.0% | 1.81% | +9.6% |
| Q1 2021 | $3,171,000 | -23.6% | 33,017 | -27.7% | 1.66% | -20.8% |
| Q4 2020 | $4,152,000 | +28.9% | 45,653 | +14.3% | 2.09% | +11.5% |
| Q3 2020 | $3,220,000 | +43.8% | 39,939 | +32.1% | 1.87% | +47.9% |
| Q2 2020 | $2,240,000 | +21.3% | 30,233 | +0.3% | 1.27% | +0.6% |
| Q1 2020 | $1,846,000 | +581.2% | 30,137 | +753.5% | 1.26% | +763.0% |
| Q4 2019 | $271,000 | – | 3,531 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |