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 2022 | $988,000 | -4.4% | 20,600 | -0.2% | 0.16% | 0.0% |
| Q2 2022 | $1,034,000 | -15.2% | 20,646 | -1.3% | 0.16% | -2.5% |
| Q1 2022 | $1,220,000 | -6.4% | 20,924 | +82.6% | 0.16% | -1.2% |
| Q4 2021 | $1,304,000 | +9.4% | 11,458 | 0.0% | 0.16% | -1.8% |
| Q3 2021 | $1,192,000 | -8.5% | 11,458 | -8.6% | 0.17% | -13.0% |
| Q2 2021 | $1,303,000 | +88.6% | 12,530 | +74.2% | 0.19% | +69.3% |
| Q1 2021 | $691,000 | -47.2% | 7,191 | -50.0% | 0.11% | +0.9% |
| Q4 2020 | $1,308,000 | +125.5% | 14,382 | +100.0% | 0.11% | -0.9% |
| Q3 2020 | $580,000 | +8.8% | 7,191 | 0.0% | 0.11% | -0.9% |
| Q2 2020 | $533,000 | -39.4% | 7,191 | -50.0% | 0.12% | -4.2% |
| Q1 2020 | $880,000 | +45.5% | 14,380 | +82.5% | 0.12% | -17.2% |
| Q4 2019 | $605,000 | -47.4% | 7,880 | -51.4% | 0.14% | -9.4% |
| Q3 2019 | $1,150,000 | +1.4% | 16,200 | +0.3% | 0.16% | -1.2% |
| Q2 2019 | $1,134,000 | +4.0% | 16,150 | +0.2% | 0.16% | -5.3% |
| Q1 2019 | $1,090,000 | +129.0% | 16,120 | +102.1% | 0.17% | -3.9% |
| Q4 2018 | $476,000 | -9.7% | 7,978 | +5.2% | 0.18% | +1.7% |
| Q3 2018 | $527,000 | -46.7% | 7,581 | -50.1% | 0.18% | -0.6% |
| Q2 2018 | $988,000 | +1.9% | 15,202 | +0.1% | 0.18% | -9.7% |
| Q4 2017 | $970,000 | +6.4% | 15,194 | 0.0% | 0.20% | -0.5% |
| Q3 2017 | $912,000 | +104.0% | 15,194 | +96.4% | 0.20% | -8.0% |
| Q2 2017 | $447,000 | -49.7% | 7,737 | -51.0% | 0.21% | -6.6% |
| Q1 2017 | $888,000 | +94.3% | 15,774 | +83.7% | 0.23% | -3.0% |
| Q4 2016 | $457,000 | +3.2% | 8,587 | +0.0% | 0.24% | +3.5% |
| Q3 2016 | $443,000 | -49.2% | 8,586 | -51.0% | 0.23% | -7.3% |
| Q2 2016 | $872,000 | +112.7% | 17,512 | +108.2% | 0.24% | +1.2% |
| Q1 2016 | $410,000 | +35.3% | 8,411 | +34.8% | 0.24% | +12.0% |
| Q4 2015 | $303,000 | – | 6,241 | – | 0.22% | – |
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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% |