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 | $234,127 | -10.1% | 4,627 | -6.9% | 0.04% | -4.5% |
| Q2 2023 | $260,384 | +2.8% | 4,972 | -5.1% | 0.04% | -4.3% |
| Q1 2023 | $253,363 | -26.9% | 5,238 | -31.7% | 0.05% | -31.3% |
| Q4 2022 | $346,491 | +7.9% | 7,674 | +1.2% | 0.07% | -2.9% |
| Q3 2022 | $321,000 | -37.7% | 7,585 | -34.2% | 0.07% | -27.4% |
| Q2 2022 | $515,000 | -3.2% | 11,529 | +16.7% | 0.10% | +11.8% |
| Q1 2022 | $532,000 | -0.9% | 9,882 | +109.5% | 0.08% | +2.4% |
| Q4 2021 | $537,000 | -6.6% | 4,718 | -14.7% | 0.08% | -15.3% |
| Q3 2021 | $575,000 | -3.8% | 5,530 | -3.8% | 0.10% | -6.7% |
| Q2 2021 | $598,000 | +1.0% | 5,747 | -6.8% | 0.10% | -5.4% |
| Q1 2021 | $592,000 | +24.9% | 6,169 | +18.3% | 0.11% | +8.8% |
| Q4 2020 | $474,000 | +13.4% | 5,213 | +0.7% | 0.10% | -6.4% |
| Q3 2020 | $418,000 | +12.7% | 5,179 | +3.6% | 0.11% | -3.5% |
| Q2 2020 | $371,000 | +37.9% | 5,000 | +13.7% | 0.11% | +5.6% |
| Q1 2020 | $269,000 | -14.9% | 4,398 | +6.8% | 0.11% | 0.0% |
| Q4 2019 | $316,000 | +11.7% | 4,118 | +3.2% | 0.11% | 0.0% |
| Q3 2019 | $283,000 | +5.2% | 3,989 | +3.9% | 0.11% | +1.9% |
| Q2 2019 | $269,000 | +16.5% | 3,838 | +12.1% | 0.10% | +8.2% |
| Q1 2019 | $231,000 | -2.5% | 3,423 | -13.9% | 0.10% | -7.6% |
| Q4 2018 | $237,000 | -1.2% | 3,976 | +15.3% | 0.10% | +19.3% |
| Q3 2018 | $240,000 | +14.8% | 3,447 | +6.9% | 0.09% | +8.6% |
| Q2 2018 | $209,000 | -9.9% | 3,224 | -28.3% | 0.08% | -36.7% |
| Q3 2016 | $232,000 | – | 4,495 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |