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 | $314,799 | -3.3% | 6,221 | +0.1% | 0.07% | +4.3% |
| Q2 2023 | $325,532 | +8.4% | 6,216 | +0.1% | 0.07% | +2.9% |
| Q1 2023 | $300,418 | +7.2% | 6,211 | +0.1% | 0.07% | +13.3% |
| Q4 2022 | $280,178 | +6.5% | 6,205 | +0.1% | 0.06% | -14.3% |
| Q3 2022 | $263,000 | -6.1% | 6,199 | +0.1% | 0.07% | +1.4% |
| Q2 2022 | $280,000 | +33.3% | 6,193 | +235.5% | 0.07% | +60.5% |
| Q4 2021 | $210,000 | -23.1% | 1,846 | -38.4% | 0.04% | -44.9% |
| Q4 2020 | $273,000 | +12.8% | 2,997 | 0.0% | 0.08% | -4.9% |
| Q3 2020 | $242,000 | +14.2% | 2,997 | +4.7% | 0.08% | +1.2% |
| Q2 2020 | $212,000 | -59.6% | 2,863 | -58.1% | 0.08% | -63.5% |
| Q4 2019 | $525,000 | +2.1% | 6,834 | -5.7% | 0.22% | -3.5% |
| Q3 2019 | $514,000 | – | 7,244 | – | 0.23% | – |
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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% |