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 | $819,221 | -5.0% | 16,190 | -1.7% | 0.06% | 0.0% |
| Q2 2023 | $862,519 | +9.8% | 16,470 | +1.4% | 0.06% | +6.6% |
| Q1 2023 | $785,889 | +7.2% | 16,247 | +0.0% | 0.06% | -1.6% |
| Q4 2022 | $733,327 | +6.1% | 16,242 | -0.4% | 0.06% | -3.1% |
| Q3 2022 | $691,000 | -8.1% | 16,308 | -3.2% | 0.06% | -4.5% |
| Q2 2022 | $752,000 | -14.8% | 16,849 | +2.7% | 0.07% | -2.9% |
| Q1 2022 | $883,000 | -6.3% | 16,399 | +98.2% | 0.07% | -1.4% |
| Q4 2021 | $942,000 | +6.6% | 8,275 | -2.7% | 0.07% | -2.8% |
| Q3 2021 | $884,000 | -2.4% | 8,501 | -2.4% | 0.07% | -4.0% |
| Q2 2021 | $906,000 | +7.1% | 8,714 | -1.1% | 0.08% | +4.2% |
| Q1 2021 | $846,000 | +1.9% | 8,812 | -3.5% | 0.07% | -33.9% |
| Q4 2020 | $830,000 | +27.3% | 9,132 | +12.9% | 0.11% | -25.9% |
| Q3 2020 | $652,000 | -34.2% | 8,087 | -39.5% | 0.15% | -39.5% |
| Q2 2020 | $991,000 | +20.3% | 13,373 | -0.5% | 0.24% | -1.2% |
| Q1 2020 | $824,000 | -48.1% | 13,446 | -35.0% | 0.25% | -33.9% |
| Q4 2019 | $1,589,000 | +18.1% | 20,691 | +9.0% | 0.37% | +8.1% |
| Q3 2019 | $1,346,000 | +46.6% | 18,976 | +45.1% | 0.34% | +39.3% |
| Q2 2019 | $918,000 | +17.1% | 13,081 | +12.8% | 0.25% | +12.3% |
| Q1 2019 | $784,000 | +10.3% | 11,592 | -2.7% | 0.22% | -6.4% |
| Q4 2018 | $711,000 | -15.6% | 11,913 | -1.6% | 0.24% | -6.0% |
| Q3 2018 | $842,000 | -0.9% | 12,105 | -7.5% | 0.25% | -8.8% |
| Q2 2018 | $850,000 | +8.1% | 13,081 | +5.0% | 0.27% | +6.6% |
| Q1 2018 | $786,000 | +1.9% | 12,462 | +3.1% | 0.26% | -3.0% |
| Q4 2017 | $771,000 | +11.7% | 12,083 | +5.2% | 0.26% | 0.0% |
| Q3 2017 | $690,000 | +55.1% | 11,489 | +49.0% | 0.26% | +34.5% |
| Q2 2017 | $445,000 | +66.7% | 7,709 | +62.6% | 0.20% | +58.9% |
| Q1 2017 | $267,000 | +21.9% | 4,741 | +15.2% | 0.12% | +11.7% |
| Q4 2016 | $219,000 | – | 4,115 | – | 0.11% | – |
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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% |