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 | $16,776,140 | -28.8% | 331,541 | -26.4% | 0.02% | -40.5% |
Q2 2023 | $23,554,111 | -71.3% | 450,280 | -73.5% | 0.04% | -72.9% |
Q1 2023 | $82,158,523 | +6.9% | 1,698,621 | -0.2% | 0.16% | -0.6% |
Q4 2022 | $76,873,469 | +5.6% | 1,702,609 | -1.0% | 0.16% | -6.0% |
Q3 2022 | $72,821,000 | -11.8% | 1,719,507 | -7.0% | 0.17% | -8.8% |
Q2 2022 | $82,586,000 | -9.9% | 1,849,334 | +4.7% | 0.18% | +2.2% |
Q1 2022 | $91,687,000 | -6.7% | 1,766,512 | +104.5% | 0.18% | -4.3% |
Q4 2021 | $98,256,000 | -11.7% | 863,817 | -19.2% | 0.19% | -19.8% |
Q3 2021 | $111,316,000 | -10.9% | 1,069,579 | -11.1% | 0.23% | -14.1% |
Q2 2021 | $124,951,000 | -1.7% | 1,202,509 | -9.2% | 0.27% | -11.8% |
Q1 2021 | $127,080,000 | +8.5% | 1,324,788 | +2.9% | 0.31% | -2.2% |
Q4 2020 | $117,177,000 | +7.4% | 1,287,590 | -4.9% | 0.31% | -4.0% |
Q3 2020 | $109,060,000 | +15.4% | 1,353,782 | +6.5% | 0.33% | +2.8% |
Q2 2020 | $94,481,000 | +33.1% | 1,271,727 | -81.3% | 0.32% | +8.9% |
Q1 2020 | $70,966,000 | – | 6,816,297 | – | 0.29% | – |
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% |