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 | $17,492,852 | +2.7% | 352,394 | +10.3% | 0.94% | +6.6% |
| Q2 2023 | $17,026,355 | +17.8% | 319,444 | +7.6% | 0.88% | +5.0% |
| Q1 2023 | $14,449,313 | +16.6% | 297,005 | +17.8% | 0.84% | +11.1% |
| Q4 2022 | $12,392,788 | +80.0% | 252,040 | +64.3% | 0.76% | +54.3% |
| Q3 2022 | $6,886,000 | +18.7% | 153,391 | +28.9% | 0.49% | +17.1% |
| Q2 2022 | $5,803,000 | +22.0% | 119,045 | +16.1% | 0.42% | +15.7% |
| Q1 2022 | $4,756,000 | +32.0% | 102,502 | +198.5% | 0.36% | +42.4% |
| Q4 2021 | $3,602,000 | +70.1% | 34,343 | +82.3% | 0.26% | +72.3% |
| Q3 2021 | $2,117,000 | -31.7% | 18,843 | -34.9% | 0.15% | +28.7% |
| Q2 2021 | $3,100,000 | +174.1% | 28,960 | +160.0% | 0.12% | +23.7% |
| Q1 2021 | $1,131,000 | +69.1% | 11,138 | +55.6% | 0.09% | +47.6% |
| Q4 2020 | $669,000 | +41.1% | 7,158 | +22.4% | 0.06% | +12.5% |
| Q3 2020 | $474,000 | +41.1% | 5,848 | +35.5% | 0.06% | +33.3% |
| Q2 2020 | $336,000 | +12.0% | 4,317 | -1.8% | 0.04% | -8.7% |
| Q1 2020 | $300,000 | -13.0% | 4,395 | +0.7% | 0.05% | +9.5% |
| Q4 2019 | $345,000 | +54.0% | 4,366 | +39.7% | 0.04% | +31.2% |
| Q3 2019 | $224,000 | +4.7% | 3,125 | -8.1% | 0.03% | 0.0% |
| Q3 2018 | $214,000 | +118.4% | 3,402 | +125.7% | 0.03% | +113.3% |
| Q2 2018 | $98,000 | +46.3% | 1,507 | +41.1% | 0.02% | +36.4% |
| Q1 2018 | $67,000 | +6.3% | 1,068 | +9.0% | 0.01% | +10.0% |
| Q4 2017 | $63,000 | +6.8% | 980 | +0.2% | 0.01% | 0.0% |
| Q3 2017 | $59,000 | -64.0% | 978 | -68.4% | 0.01% | -76.7% |
| Q2 2017 | $164,000 | +446.7% | 3,095 | +472.1% | 0.04% | +437.5% |
| Q1 2017 | $30,000 | +20.0% | 541 | +16.3% | 0.01% | -11.1% |
| Q4 2016 | $25,000 | +4.2% | 465 | +0.6% | 0.01% | -10.0% |
| Q3 2016 | $24,000 | +4.3% | 462 | +0.4% | 0.01% | -9.1% |
| Q2 2016 | $23,000 | +4.5% | 460 | +0.4% | 0.01% | 0.0% |
| Q1 2016 | $22,000 | 0.0% | 458 | +0.4% | 0.01% | +10.0% |
| Q4 2015 | $22,000 | +4.8% | 456 | -2.8% | 0.01% | -16.7% |
| Q3 2015 | $21,000 | -4.5% | 469 | +4.5% | 0.01% | +20.0% |
| Q2 2015 | $22,000 | 0.0% | 449 | -0.4% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +22.2% | 451 | +23.9% | 0.01% | +25.0% |
| Q4 2014 | $18,000 | – | 364 | – | 0.01% | – |
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% |