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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,439 | +6.5% | 4,528 | – | 0.08% | +2.7% |
| Q3 2022 | $192,000 | -5.0% | 0 | -100.0% | 0.07% | +10.4% |
| Q2 2022 | $202,000 | -11.4% | 4,528 | +6.9% | 0.07% | -2.9% |
| Q1 2022 | $228,000 | -5.4% | 4,234 | +100.0% | 0.07% | -1.4% |
| Q4 2021 | $241,000 | +9.5% | 2,117 | 0.0% | 0.07% | +4.5% |
| Q3 2021 | $220,000 | 0.0% | 2,117 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $220,000 | +6.3% | 2,117 | -7.1% | 0.07% | -4.3% |
| Q4 2020 | $207,000 | +12.5% | 2,280 | 0.0% | 0.07% | -1.4% |
| Q3 2020 | $184,000 | +8.9% | 2,280 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $169,000 | +4.3% | 2,280 | -13.6% | 0.07% | -1.4% |
| Q1 2020 | $162,000 | -20.2% | 2,640 | 0.0% | 0.07% | +6.2% |
| Q4 2019 | $203,000 | +8.6% | 2,640 | 0.0% | 0.06% | +4.8% |
| Q3 2019 | $187,000 | -7.9% | 2,640 | -8.9% | 0.06% | -12.7% |
| Q2 2019 | $203,000 | +1.0% | 2,897 | -2.7% | 0.07% | +7.6% |
| Q1 2019 | $201,000 | +12.9% | 2,977 | +0.1% | 0.07% | +6.5% |
| Q4 2018 | $178,000 | -11.4% | 2,975 | +2.8% | 0.06% | +1.6% |
| Q3 2018 | $201,000 | +16.9% | 2,893 | +9.6% | 0.06% | -24.7% |
| Q2 2018 | $172,000 | -6.5% | 2,640 | -9.4% | 0.08% | +39.7% |
| Q1 2018 | $184,000 | 0.0% | 2,913 | +0.8% | 0.06% | +1.8% |
| Q4 2017 | $184,000 | +15.7% | 2,889 | +9.4% | 0.06% | +11.8% |
| Q3 2017 | $159,000 | +3.9% | 2,640 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $153,000 | +2.7% | 2,640 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $149,000 | +5.7% | 2,640 | 0.0% | 0.05% | +2.0% |
| Q4 2016 | $141,000 | +3.7% | 2,640 | 0.0% | 0.05% | +6.2% |
| Q3 2016 | $136,000 | +3.8% | 2,640 | 0.0% | 0.05% | +2.1% |
| Q2 2016 | $131,000 | +1.6% | 2,640 | 0.0% | 0.05% | -2.1% |
| Q1 2016 | $129,000 | +0.8% | 2,640 | 0.0% | 0.05% | +9.1% |
| Q4 2015 | $128,000 | +5.8% | 2,640 | 0.0% | 0.04% | +2.3% |
| Q3 2015 | $121,000 | +65.8% | 2,640 | +77.2% | 0.04% | +72.0% |
| Q2 2015 | $73,000 | -2.7% | 1,490 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $75,000 | +1.4% | 1,490 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $74,000 | +722.2% | 1,490 | +630.4% | 0.02% | +525.0% |
| Q4 2013 | $9,000 | +12.5% | 204 | 0.0% | 0.00% | +33.3% |
| Q3 2013 | $8,000 | 0.0% | 204 | 0.0% | 0.00% | -25.0% |
| Q2 2013 | $8,000 | – | 204 | – | 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% |