SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,528,829 | -3.4% | 30,214 | 0.0% | 0.36% | -0.8% |
| Q2 2023 | $1,582,308 | +6.1% | 30,214 | -2.0% | 0.36% | -0.3% |
| Q1 2023 | $1,491,441 | +107043.8% | 30,834 | 0.0% | 0.36% | +5.2% |
| Q4 2022 | $1,392 | -99.8% | 30,834 | +48.0% | 0.35% | +47.7% |
| Q3 2022 | $882,000 | -52.6% | 20,834 | -50.0% | 0.24% | +6.8% |
| Q2 2022 | $1,860,000 | +66.8% | 41,668 | +101.3% | 0.22% | -7.6% |
| Q1 2022 | $1,115,000 | -5.3% | 20,704 | +100.0% | 0.24% | -2.1% |
| Q4 2021 | $1,178,000 | +9.4% | 10,352 | 0.0% | 0.24% | +1.7% |
| Q3 2021 | $1,077,000 | +1.1% | 10,352 | +1.1% | 0.24% | 0.0% |
| Q2 2021 | $1,065,000 | +6.9% | 10,239 | -1.3% | 0.24% | +1.3% |
| Q1 2021 | $996,000 | +5.6% | 10,369 | 0.0% | 0.24% | -2.1% |
| Q4 2020 | $943,000 | +16.9% | 10,369 | +3.6% | 0.24% | +2.1% |
| Q3 2020 | $807,000 | +11.5% | 10,009 | +2.5% | 0.24% | +2.2% |
| Q2 2020 | $724,000 | +21.1% | 9,769 | 0.0% | 0.23% | +3.6% |
| Q1 2020 | $598,000 | -18.2% | 9,769 | +2.6% | 0.22% | +6.2% |
| Q4 2019 | $731,000 | +8.3% | 9,519 | 0.0% | 0.21% | +2.4% |
| Q3 2019 | $675,000 | +6.1% | 9,519 | +5.0% | 0.20% | +4.1% |
| Q2 2019 | $636,000 | +0.6% | 9,063 | -3.1% | 0.20% | -4.4% |
| Q1 2019 | $632,000 | +17.0% | 9,353 | +3.3% | 0.21% | +4.0% |
| Q4 2018 | $540,000 | -8.6% | 9,053 | +6.6% | 0.20% | +3.1% |
| Q3 2018 | $591,000 | +20.9% | 8,493 | +12.8% | 0.19% | +12.3% |
| Q2 2018 | $489,000 | +58.8% | 7,528 | +54.2% | 0.17% | +54.1% |
| Q1 2018 | $308,000 | +18.0% | 4,883 | +19.2% | 0.11% | +18.1% |
| Q4 2017 | $261,000 | – | 4,096 | – | 0.09% | – |
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% |