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 | $231,476,553 | +557.9% | 4,574,639 | +580.9% | 1.13% | +721.9% |
| Q2 2023 | $35,184,827 | +223.0% | 671,855 | +198.0% | 0.14% | +426.9% |
| Q1 2023 | $10,893,643 | +22.0% | 225,457 | +14.0% | 0.03% | -54.4% |
| Q4 2022 | $8,925,666 | +102.9% | 197,687 | +90.3% | 0.06% | +7.5% |
| Q3 2022 | $4,400,000 | -38.2% | 103,895 | -34.9% | 0.05% | -32.9% |
| Q2 2022 | $7,118,000 | +31.9% | 159,641 | +59.3% | 0.08% | -6.0% |
| Q1 2022 | $5,396,000 | -0.6% | 100,215 | +110.1% | 0.08% | +1.2% |
| Q4 2021 | $5,430,000 | +58.8% | 47,702 | +45.1% | 0.08% | +10.7% |
| Q3 2021 | $3,419,000 | +1.2% | 32,865 | +1.1% | 0.08% | +1.4% |
| Q2 2021 | $3,380,000 | +14.1% | 32,509 | +5.4% | 0.07% | +5.7% |
| Q1 2021 | $2,962,000 | +5.7% | 30,845 | +0.1% | 0.07% | -22.2% |
| Q4 2020 | $2,803,000 | +390.0% | 30,812 | +221.3% | 0.09% | +136.8% |
| Q4 2018 | $572,000 | – | 9,589 | – | 0.04% | – |
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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% |