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 | $2,140,532 | -11.9% | 42,303 | -8.8% | 0.45% | +4.1% |
| Q2 2023 | $2,429,026 | +4.4% | 46,382 | -3.6% | 0.44% | -5.6% |
| Q1 2023 | $2,327,696 | +10.2% | 48,123 | +2.9% | 0.46% | -1.7% |
| Q4 2022 | $2,112,208 | +3.3% | 46,782 | -3.1% | 0.47% | -8.4% |
| Q3 2022 | $2,045,000 | -5.1% | 48,287 | 0.0% | 0.51% | +3.0% |
| Q2 2022 | $2,156,000 | -17.0% | 48,287 | +0.2% | 0.50% | +4.4% |
| Q1 2022 | $2,597,000 | -5.4% | 48,212 | +99.9% | 0.48% | -42.7% |
| Q4 2021 | $2,745,000 | -45.8% | 24,121 | -50.4% | 0.83% | -71.3% |
| Q3 2021 | $5,064,000 | +80.3% | 48,666 | +80.2% | 2.89% | +339.2% |
| Q2 2021 | $2,808,000 | +13.6% | 27,009 | +5.0% | 0.66% | -13.7% |
| Q1 2021 | $2,471,000 | +1.0% | 25,734 | -4.4% | 0.76% | +6.7% |
| Q4 2020 | $2,447,000 | +10.7% | 26,910 | -1.8% | 0.72% | +23.9% |
| Q3 2020 | $2,210,000 | +9.5% | 27,416 | +0.6% | 0.58% | -1.5% |
| Q2 2020 | $2,019,000 | +26.5% | 27,244 | 0.0% | 0.59% | +14.2% |
| Q1 2020 | $1,596,000 | -28.1% | 27,244 | -5.7% | 0.51% | +0.6% |
| Q4 2019 | $2,220,000 | +10.1% | 28,895 | +1.6% | 0.51% | -54.2% |
| Q3 2019 | $2,017,000 | -7.3% | 28,434 | -8.3% | 1.12% | -2.3% |
| Q2 2019 | $2,177,000 | +5.6% | 31,012 | +1.7% | 1.14% | -27.8% |
| Q1 2019 | $2,061,000 | +13.2% | 30,484 | -0.0% | 1.58% | +20.0% |
| Q4 2018 | $1,820,000 | -6.6% | 30,499 | +8.9% | 1.32% | +6.9% |
| Q3 2018 | $1,949,000 | +48625.0% | 28,015 | +49926.8% | 1.23% | +40966.7% |
| Q2 2018 | $4,000 | -99.8% | 56 | -99.8% | 0.00% | -99.8% |
| Q1 2018 | $1,714,000 | +12.0% | 27,200 | +13.3% | 1.30% | +2.8% |
| Q4 2017 | $1,531,000 | – | 24,012 | – | 1.27% | – |
Download | ||||||
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% |