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 | $30 | – | 1,300 | +333.3% | 0.00% | – |
| Q2 2023 | $0 | – | 300 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 300 | -70.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 1,000 | +233.3% | 0.00% | – |
| Q1 2022 | $5,000 | – | 300 | +200.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 100 | -93.3% | 0.00% | – |
| Q3 2021 | $1,000 | -88.9% | 1,500 | +650.0% | 0.00% | – |
| Q1 2021 | $9,000 | +350.0% | 200 | -81.8% | 0.00% | – |
| Q4 2020 | $2,000 | – | 1,100 | +266.7% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 300 | -81.2% | 0.00% | – |
| Q2 2020 | $4,000 | -66.7% | 1,600 | +6.7% | 0.00% | -100.0% |
| Q1 2020 | $12,000 | +1100.0% | 1,500 | -44.4% | 0.00% | – |
| Q4 2019 | $1,000 | – | 2,700 | +1250.0% | 0.00% | – |
| Q3 2019 | $0 | – | 200 | +100.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 100 | -75.0% | 0.00% | – |
| Q4 2017 | $7,000 | +250.0% | 400 | -63.6% | 0.00% | – |
| Q3 2017 | $2,000 | -81.8% | 1,100 | -71.8% | 0.00% | – |
| Q2 2017 | $11,000 | -42.1% | 3,900 | -56.7% | 0.00% | -100.0% |
| Q1 2017 | $19,000 | -52.5% | 9,000 | +483.3% | 0.00% | 0.0% |
| Q4 2016 | $40,000 | -86.8% | 1,543 | -81.2% | 0.00% | -92.3% |
| Q3 2016 | $303,000 | +1.0% | 8,194 | +3.8% | 0.01% | -13.3% |
| Q2 2016 | $300,000 | -0.7% | 7,894 | -14.8% | 0.02% | -21.1% |
| Q1 2016 | $302,000 | +1676.5% | 9,260 | -14.0% | 0.02% | – |
| Q4 2015 | $17,000 | – | 10,766 | – | 0.00% | – |
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% |