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 | $84,528,009 | -2.3% | 1,670,514 | +1.1% | 2.86% | 0.0% |
| Q2 2023 | $86,513,617 | +8.5% | 1,651,969 | +0.2% | 2.86% | +0.2% |
| Q1 2023 | $79,767,306 | +0.8% | 1,649,107 | -5.9% | 2.85% | -6.2% |
| Q4 2022 | $79,112,236 | +8.0% | 1,752,209 | +1.3% | 3.04% | -15.8% |
| Q3 2022 | $73,252,000 | +47.1% | 1,729,686 | +55.1% | 3.61% | +28.3% |
| Q2 2022 | $49,792,000 | +36.9% | 1,114,910 | +65.1% | 2.82% | +12.8% |
| Q1 2022 | $36,370,000 | -3.7% | 675,387 | +103.5% | 2.50% | -31.5% |
| Q4 2021 | $37,773,000 | +10.9% | 331,870 | +1.4% | 3.65% | -5.8% |
| Q3 2021 | $34,059,000 | -2.6% | 327,398 | -2.6% | 3.87% | -11.7% |
| Q2 2021 | $34,954,000 | +10.4% | 336,190 | +1.9% | 4.38% | -2.2% |
| Q1 2021 | $31,673,000 | +10.5% | 329,819 | +4.6% | 4.48% | -23.8% |
| Q4 2020 | $28,665,000 | +20.1% | 315,177 | +6.5% | 5.88% | -11.7% |
| Q3 2020 | $23,868,000 | +4.9% | 296,013 | -3.6% | 6.66% | -22.4% |
| Q2 2020 | $22,751,000 | +275.2% | 307,036 | +210.2% | 8.58% | +256.7% |
| Q1 2020 | $6,063,000 | -6.8% | 98,994 | +16.9% | 2.40% | +34.6% |
| Q4 2019 | $6,504,000 | -1.9% | 84,671 | -9.4% | 1.79% | -28.3% |
| Q3 2019 | $6,632,000 | -11.7% | 93,501 | -12.6% | 2.49% | -15.0% |
| Q2 2019 | $7,511,000 | +5.8% | 107,003 | +1.9% | 2.93% | +22.2% |
| Q1 2019 | $7,099,000 | +16.8% | 104,996 | +3.1% | 2.40% | +30.6% |
| Q4 2018 | $6,080,000 | +5.7% | 101,839 | +23.2% | 1.84% | -27.0% |
| Q3 2018 | $5,751,000 | +4.7% | 82,679 | -2.2% | 2.52% | +85.7% |
| Q2 2018 | $5,493,000 | +14.1% | 84,524 | +10.8% | 1.36% | +13.8% |
| Q1 2018 | $4,813,000 | -15.7% | 76,299 | -14.7% | 1.19% | -13.8% |
| Q4 2017 | $5,707,000 | +5.1% | 89,485 | -1.1% | 1.38% | -27.1% |
| Q3 2017 | $5,431,000 | -20.7% | 90,460 | -23.7% | 1.90% | -24.2% |
| Q2 2017 | $6,850,000 | +2.6% | 118,570 | -0.1% | 2.50% | -14.7% |
| Q1 2017 | $6,678,000 | +5.7% | 118,670 | 0.0% | 2.93% | -28.2% |
| Q4 2016 | $6,320,000 | +14.3% | 118,670 | +10.8% | 4.08% | +7.0% |
| Q3 2016 | $5,529,000 | +3.7% | 107,100 | 0.0% | 3.81% | +64.9% |
| Q2 2016 | $5,330,000 | +1.9% | 107,100 | 0.0% | 2.31% | -29.7% |
| Q1 2016 | $5,231,000 | – | 107,100 | – | 3.29% | – |
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% |