SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,865,875 | -3.0% | 906,440 | +0.4% | 9.97% | +6.7% |
| Q2 2023 | $47,285,223 | +6.5% | 902,907 | -1.6% | 9.34% | +12.6% |
| Q1 2023 | $44,385,618 | +11.5% | 917,627 | +4.0% | 8.30% | -3.7% |
| Q4 2022 | $39,818,473 | +203.4% | 881,915 | +184.5% | 8.62% | +70.4% |
| Q3 2022 | $13,126,000 | -8.2% | 309,942 | -3.2% | 5.06% | +16.9% |
| Q2 2022 | $14,294,000 | -17.3% | 320,067 | -0.2% | 4.33% | +12.3% |
| Q1 2022 | $17,277,000 | -62.6% | 320,836 | -21.0% | 3.85% | -52.3% |
| Q4 2021 | $46,208,000 | +9.5% | 405,978 | +0.1% | 8.08% | -1.0% |
| Q3 2021 | $42,201,000 | -0.7% | 405,659 | -0.7% | 8.16% | -0.3% |
| Q2 2021 | $42,483,000 | +11.0% | 408,604 | +2.6% | 8.18% | +2.0% |
| Q1 2021 | $38,262,000 | -15.6% | 398,443 | -20.1% | 8.02% | -26.3% |
| Q4 2020 | $45,346,000 | +6.0% | 498,582 | -6.0% | 10.89% | -6.7% |
| Q3 2020 | $42,774,000 | +5.5% | 530,501 | -3.1% | 11.67% | -9.5% |
| Q2 2020 | $40,561,000 | +155.0% | 547,386 | +110.7% | 12.90% | +16.4% |
| Q1 2020 | $15,909,000 | -56.3% | 259,734 | -45.2% | 11.08% | -5.0% |
| Q4 2019 | $36,438,000 | +5.7% | 474,390 | -2.4% | 11.67% | -1.2% |
| Q3 2019 | $34,469,000 | +3.3% | 485,957 | +2.2% | 11.81% | +0.9% |
| Q2 2019 | $33,365,000 | +7.9% | 475,349 | +4.0% | 11.70% | +3.4% |
| Q1 2019 | $30,915,000 | +5.7% | 457,261 | -6.6% | 11.31% | -23.5% |
| Q4 2018 | $29,240,000 | +76.4% | 489,779 | +105.6% | 14.79% | +121.5% |
| Q3 2018 | $16,573,000 | +7.8% | 238,251 | +0.7% | 6.68% | +1.2% |
| Q2 2018 | $15,376,000 | +459.9% | 236,596 | +443.5% | 6.60% | +468.6% |
| Q1 2018 | $2,746,000 | +1616.2% | 43,534 | +1649.8% | 1.16% | +1535.2% |
| Q4 2017 | $160,000 | – | 2,488 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |