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 | $10,263,229 | -58.1% | 202,833 | -51.2% | 0.46% | -14.3% |
| Q2 2023 | $24,487,398 | +70.3% | 415,354 | +89.3% | 0.54% | -14.1% |
| Q1 2023 | $14,380,794 | +37108.7% | 219,415 | -62.8% | 0.63% | -39.4% |
| Q4 2022 | $38,649 | -99.9% | 589,265 | -3.3% | 1.03% | -0.9% |
| Q3 2022 | $39,968,000 | +3.6% | 609,436 | +3.6% | 1.04% | -14.1% |
| Q2 2022 | $38,569,000 | -14.4% | 588,337 | -14.4% | 1.21% | +115.8% |
| Q1 2022 | $45,058,000 | +304.4% | 687,103 | +602.3% | 0.56% | +157.8% |
| Q4 2021 | $11,143,000 | +17.7% | 97,841 | +7.6% | 0.22% | +15.3% |
| Q3 2021 | $9,469,000 | +13.0% | 90,932 | +12.9% | 0.19% | +9.2% |
| Q2 2021 | $8,376,000 | +22.7% | 80,512 | +13.2% | 0.17% | +30.1% |
| Q1 2021 | $6,827,000 | +3.8% | 71,129 | -1.6% | 0.13% | -50.2% |
| Q4 2020 | $6,577,000 | +12.5% | 72,308 | -0.4% | 0.27% | -23.5% |
| Q3 2020 | $5,846,000 | -8.4% | 72,630 | -16.8% | 0.35% | -31.0% |
| Q2 2020 | $6,379,000 | +0.2% | 87,336 | -14.7% | 0.51% | -21.2% |
| Q1 2020 | $6,364,000 | -34.0% | 102,398 | -18.3% | 0.64% | -11.4% |
| Q4 2019 | $9,644,000 | +45.2% | 125,262 | +33.1% | 0.72% | +62.9% |
| Q3 2019 | $6,640,000 | +1606.9% | 94,130 | +1536.8% | 0.44% | +739.6% |
| Q1 2019 | $389,000 | -87.1% | 5,751 | -88.7% | 0.05% | -71.2% |
| Q4 2018 | $3,012,000 | -41.8% | 50,935 | -31.6% | 0.18% | -12.8% |
| Q3 2018 | $5,177,000 | +69.1% | 74,423 | +58.0% | 0.21% | +63.6% |
| Q2 2018 | $3,062,000 | +32.8% | 47,116 | +30.3% | 0.13% | +22.9% |
| Q1 2018 | $2,306,000 | 0.0% | 36,148 | 0.0% | 0.10% | 0.0% |
| Q4 2017 | $2,306,000 | +29.1% | 36,148 | +21.5% | 0.10% | +47.9% |
| Q3 2017 | $1,786,000 | +2.5% | 29,750 | -1.3% | 0.07% | -4.1% |
| Q2 2017 | $1,742,000 | +11.0% | 30,147 | +8.1% | 0.07% | +8.8% |
| Q1 2017 | $1,570,000 | +66.8% | 27,899 | +58.0% | 0.07% | +51.1% |
| Q4 2016 | $941,000 | +150.3% | 17,662 | +142.6% | 0.04% | +125.0% |
| Q3 2016 | $376,000 | +44.6% | 7,279 | +39.5% | 0.02% | +33.3% |
| Q2 2016 | $260,000 | -33.2% | 5,219 | -9.3% | 0.02% | -71.7% |
| Q1 2016 | $389,000 | +54.4% | 5,751 | +10.9% | 0.05% | +211.8% |
| Q4 2015 | $252,000 | – | 5,188 | – | 0.02% | – |
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% |