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 | $1,386,361 | -3.4% | 27,398 | +0.0% | 0.20% | +1.0% |
| Q2 2023 | $1,434,791 | +8.3% | 27,397 | +0.0% | 0.20% | +2.0% |
| Q1 2023 | $1,325,144 | -0.6% | 27,395 | -7.2% | 0.20% | -10.4% |
| Q4 2022 | $1,333,087 | +47.0% | 29,526 | +37.9% | 0.22% | +17.6% |
| Q3 2022 | $907,000 | -5.1% | 21,409 | +0.0% | 0.19% | +2.7% |
| Q2 2022 | $956,000 | -17.1% | 21,408 | +0.0% | 0.18% | -13.3% |
| Q1 2022 | $1,153,000 | -12.1% | 21,407 | +85.8% | 0.21% | -16.6% |
| Q4 2021 | $1,311,000 | +9.4% | 11,521 | +0.0% | 0.25% | +0.4% |
| Q3 2021 | $1,198,000 | 0.0% | 11,520 | +0.0% | 0.25% | 0.0% |
| Q2 2021 | $1,198,000 | +8.3% | 11,519 | 0.0% | 0.25% | +2.0% |
| Q1 2021 | $1,106,000 | +5.5% | 11,519 | 0.0% | 0.25% | -6.1% |
| Q4 2020 | $1,048,000 | +12.9% | 11,519 | +0.1% | 0.26% | -7.4% |
| Q3 2020 | $928,000 | +8.9% | 11,507 | +0.0% | 0.28% | -1.0% |
| Q2 2020 | $852,000 | +20.9% | 11,506 | 0.0% | 0.29% | -0.3% |
| Q1 2020 | $705,000 | -53.9% | 11,506 | -42.3% | 0.29% | -62.9% |
| Q4 2019 | $1,530,000 | – | 19,928 | – | 0.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |