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 | $3,940,424 | +82.4% | 77,874 | +88.8% | 0.00% | +100.0% |
| Q2 2023 | $2,160,629 | +93110.9% | 41,257 | -13.9% | 0.00% | 0.0% |
| Q1 2023 | $2,318 | -99.1% | 47,931 | +704.1% | 0.00% | – |
| Q2 2022 | $266,000 | -89.3% | 5,961 | -72.7% | 0.00% | -100.0% |
| Q4 2021 | $2,482,000 | +77.9% | 21,806 | +62.6% | 0.00% | 0.0% |
| Q2 2021 | $1,395,000 | +161.2% | 13,414 | +93.0% | 0.00% | 0.0% |
| Q4 2019 | $534,000 | -57.6% | 6,951 | -60.9% | 0.00% | -50.0% |
| Q3 2019 | $1,260,000 | +22.4% | 17,768 | +21.2% | 0.00% | 0.0% |
| Q2 2019 | $1,029,000 | +311.6% | 14,655 | +307.5% | 0.00% | – |
| Q3 2018 | $250,000 | -77.3% | 3,596 | -78.7% | 0.00% | -100.0% |
| Q2 2018 | $1,099,000 | -14.2% | 16,903 | -16.7% | 0.00% | -50.0% |
| Q1 2018 | $1,281,000 | -55.3% | 20,300 | -54.8% | 0.00% | -50.0% |
| Q4 2017 | $2,866,000 | +93.4% | 44,940 | +82.1% | 0.00% | +100.0% |
| Q3 2017 | $1,482,000 | +56.8% | 24,683 | +50.9% | 0.00% | 0.0% |
| Q2 2017 | $945,000 | +47.9% | 16,358 | +44.1% | 0.00% | +100.0% |
| Q1 2017 | $639,000 | -23.3% | 11,354 | -27.4% | 0.00% | -50.0% |
| Q4 2016 | $833,000 | -54.0% | 15,633 | -55.5% | 0.00% | -33.3% |
| Q3 2016 | $1,812,000 | +78.7% | 35,095 | +72.2% | 0.00% | +50.0% |
| Q2 2016 | $1,014,000 | -30.6% | 20,379 | -31.9% | 0.00% | -50.0% |
| Q1 2016 | $1,462,000 | +85.5% | 29,930 | +84.4% | 0.00% | +100.0% |
| Q4 2015 | $788,000 | -41.8% | 16,230 | -45.1% | 0.00% | -33.3% |
| Q3 2015 | $1,354,000 | +283.6% | 29,583 | +312.9% | 0.00% | +200.0% |
| Q2 2015 | $353,000 | +65.7% | 7,164 | +66.9% | 0.00% | – |
| Q1 2015 | $213,000 | – | 4,292 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |