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 2023 | $5,083 | +9.2% | 89,797 | -2.4% | 0.08% | -1.2% |
| Q3 2023 | $4,656 | -3.1% | 92,014 | +0.3% | 0.08% | +1.2% |
| Q2 2023 | $4,803 | +14.5% | 91,704 | +5.7% | 0.08% | +2.5% |
| Q1 2023 | $4,196 | +4.1% | 86,747 | -2.8% | 0.08% | 0.0% |
| Q4 2022 | $4,030 | -99.9% | 89,247 | +2.1% | 0.08% | +1.2% |
| Q3 2022 | $3,701,000 | -6.4% | 87,383 | -1.3% | 0.08% | 0.0% |
| Q2 2022 | $3,953,000 | -27.9% | 88,516 | -13.0% | 0.08% | -16.7% |
| Q1 2022 | $5,479,000 | +9.6% | 101,740 | +131.7% | 0.10% | +12.9% |
| Q4 2021 | $4,999,000 | +7.9% | 43,913 | -1.4% | 0.08% | -3.4% |
| Q3 2021 | $4,632,000 | -0.8% | 44,522 | -0.9% | 0.09% | -1.1% |
| Q2 2021 | $4,670,000 | +3.0% | 44,916 | -4.9% | 0.09% | -2.2% |
| Q1 2021 | $4,534,000 | -4.3% | 47,216 | -9.4% | 0.09% | -9.9% |
| Q4 2020 | $4,738,000 | +11.4% | 52,098 | -1.3% | 0.10% | +1.0% |
| Q3 2020 | $4,255,000 | +10.6% | 52,768 | +1.6% | 0.10% | -1.0% |
| Q2 2020 | $3,847,000 | +20.9% | 51,918 | -0.1% | 0.10% | +4.1% |
| Q1 2020 | $3,182,000 | -18.3% | 51,946 | -5.4% | 0.10% | -4.9% |
| Q3 2019 | $3,896,000 | -10.6% | 54,922 | -11.5% | 0.10% | -37.4% |
| Q2 2019 | $4,357,000 | +9.8% | 62,071 | +5.7% | 0.16% | +7.2% |
| Q1 2019 | $3,969,000 | +13.4% | 58,711 | +0.2% | 0.15% | +2.0% |
| Q4 2018 | $3,499,000 | -13.7% | 58,606 | +0.6% | 0.15% | -2.0% |
| Q3 2018 | $4,054,000 | +9.7% | 58,276 | +2.4% | 0.15% | +1.3% |
| Q2 2018 | $3,697,000 | +3.3% | 56,891 | +0.3% | 0.15% | +1.4% |
| Q1 2018 | $3,578,000 | -1.9% | 56,716 | -0.8% | 0.15% | +2.1% |
| Q4 2017 | $3,646,000 | -0.4% | 57,166 | -6.2% | 0.14% | -5.2% |
| Q3 2017 | $3,660,000 | -0.9% | 60,966 | -4.6% | 0.15% | -7.8% |
| Q2 2017 | $3,692,000 | +6.7% | 63,906 | +4.0% | 0.17% | +5.7% |
| Q1 2017 | $3,459,000 | +2.0% | 61,471 | -3.4% | 0.16% | -1.9% |
| Q4 2016 | $3,390,000 | +5.4% | 63,644 | +2.2% | 0.16% | +3.2% |
| Q3 2016 | $3,215,000 | -1.8% | 62,284 | -5.3% | 0.16% | -4.3% |
| Q2 2016 | $3,273,000 | +2.6% | 65,766 | +0.7% | 0.16% | +1.2% |
| Q1 2016 | $3,191,000 | +0.3% | 65,327 | -0.3% | 0.16% | -2.4% |
| Q4 2015 | $3,182,000 | +11.1% | 65,506 | +4.6% | 0.16% | +4.5% |
| Q3 2015 | $2,865,000 | -6.7% | 62,600 | +0.6% | 0.16% | +1.9% |
| Q2 2015 | $3,070,000 | +2.4% | 62,256 | +2.9% | 0.15% | +3.4% |
| Q1 2015 | $2,998,000 | +2.7% | 60,477 | +1.7% | 0.15% | +5.7% |
| Q4 2014 | $2,918,000 | +4.8% | 59,491 | +0.4% | 0.14% | +4.4% |
| Q3 2014 | $2,784,000 | +297.1% | 59,250 | +296.1% | 0.14% | +297.1% |
| Q2 2014 | $701,000 | +9.5% | 14,960 | +4.5% | 0.03% | +6.2% |
| Q1 2014 | $640,000 | +4166.7% | 14,310 | +3988.6% | 0.03% | +3100.0% |
| Q4 2013 | $15,000 | +7.1% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $14,000 | +7.7% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $13,000 | – | 350 | – | 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% |