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 | $7,528,705 | -5.0% | 148,789 | -1.6% | 2.10% | -0.7% |
| Q2 2023 | $7,921,573 | +1.5% | 151,262 | -6.2% | 2.12% | -2.6% |
| Q1 2023 | $7,802,681 | +8.6% | 161,312 | +1.4% | 2.17% | +4.8% |
| Q4 2022 | $7,181,991 | +6.3% | 159,070 | -0.3% | 2.07% | -6.3% |
| Q3 2022 | $6,755,000 | -6.2% | 159,501 | -1.1% | 2.21% | +0.2% |
| Q2 2022 | $7,202,000 | -18.5% | 161,271 | -1.7% | 2.21% | -5.4% |
| Q1 2022 | $8,839,000 | -6.9% | 164,141 | +96.7% | 2.34% | 0.0% |
| Q4 2021 | $9,499,000 | +8.1% | 83,454 | -1.2% | 2.34% | -4.8% |
| Q3 2021 | $8,787,000 | -3.0% | 84,462 | -3.0% | 2.45% | -2.0% |
| Q2 2021 | $9,055,000 | +7.1% | 87,097 | -1.1% | 2.50% | +3.8% |
| Q1 2021 | $8,457,000 | +2.2% | 88,062 | -3.2% | 2.41% | -5.9% |
| Q4 2020 | $8,273,000 | +12.6% | 90,967 | -0.2% | 2.56% | +1.4% |
| Q3 2020 | $7,350,000 | +7.8% | 91,151 | -0.9% | 2.53% | -3.7% |
| Q2 2020 | $6,816,000 | +16.8% | 91,987 | -3.4% | 2.62% | +0.3% |
| Q1 2020 | $5,835,000 | -22.5% | 95,266 | -2.8% | 2.61% | -1.4% |
| Q4 2019 | $7,526,000 | +8.1% | 97,984 | -0.2% | 2.65% | +7.2% |
| Q3 2019 | $6,963,000 | +3.4% | 98,166 | +2.4% | 2.48% | -0.4% |
| Q2 2019 | $6,732,000 | +6.7% | 95,904 | +2.8% | 2.49% | +1.8% |
| Q1 2019 | $6,307,000 | +13.8% | 93,283 | +0.5% | 2.44% | +0.8% |
| Q4 2018 | $5,541,000 | -15.5% | 92,807 | -1.6% | 2.42% | -3.9% |
| Q3 2018 | $6,561,000 | +2.7% | 94,318 | -4.0% | 2.52% | -2.1% |
| Q2 2018 | $6,386,000 | +3.5% | 98,265 | +0.4% | 2.58% | -0.4% |
| Q1 2018 | $6,172,000 | -2.8% | 97,841 | -1.8% | 2.59% | +1.0% |
| Q4 2017 | $6,352,000 | +11.3% | 99,590 | +4.8% | 2.56% | +3.8% |
| Q3 2017 | $5,705,000 | +6.7% | 95,017 | +2.6% | 2.47% | +1.9% |
| Q2 2017 | $5,349,000 | +3.9% | 92,592 | +1.2% | 2.42% | -2.4% |
| Q1 2017 | $5,148,000 | +6.1% | 91,484 | +0.4% | 2.48% | +0.8% |
| Q4 2016 | $4,853,000 | +6.9% | 91,116 | +3.7% | 2.46% | +5.4% |
| Q3 2016 | $4,538,000 | +9.7% | 87,902 | +5.8% | 2.34% | +3.5% |
| Q2 2016 | $4,136,000 | +3.0% | 83,105 | +1.1% | 2.26% | -0.9% |
| Q1 2016 | $4,014,000 | +9.9% | 82,188 | +9.3% | 2.28% | +1.1% |
| Q4 2015 | $3,651,000 | +6.1% | 75,177 | -0.1% | 2.25% | -2.7% |
| Q3 2015 | $3,442,000 | +1.8% | 75,219 | +9.7% | 2.31% | +11.1% |
| Q2 2015 | $3,381,000 | +1.8% | 68,562 | +2.4% | 2.08% | +1.4% |
| Q1 2015 | $3,320,000 | +1.3% | 66,974 | +0.3% | 2.05% | -1.9% |
| Q4 2014 | $3,276,000 | +2.4% | 66,789 | -1.9% | 2.09% | -2.7% |
| Q3 2014 | $3,200,000 | +6.4% | 68,109 | +6.0% | 2.15% | +6.6% |
| Q2 2014 | $3,008,000 | +9.7% | 64,230 | +4.8% | 2.02% | +6.6% |
| Q1 2014 | $2,741,000 | +8.0% | 61,310 | +6.5% | 1.89% | +7.3% |
| Q4 2013 | $2,537,000 | +45.0% | 57,545 | +32.2% | 1.76% | +31.6% |
| Q3 2013 | $1,750,000 | +46.3% | 43,525 | +39.0% | 1.34% | +33.8% |
| Q2 2013 | $1,196,000 | – | 31,320 | – | 1.00% | – |
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% |