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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,637,138 | +21.2% | 31,261 | +11.9% | 0.01% | +20.0% |
| Q1 2023 | $1,351,215 | +14.3% | 27,935 | +6.7% | 0.01% | 0.0% |
| Q4 2022 | $1,182,163 | -2.9% | 26,183 | -8.9% | 0.01% | 0.0% |
| Q3 2022 | $1,217,000 | -6.0% | 28,746 | -0.8% | 0.01% | 0.0% |
| Q2 2022 | $1,294,000 | -12.7% | 28,990 | +5.4% | 0.01% | 0.0% |
| Q1 2022 | $1,482,000 | -7.1% | 27,516 | +96.2% | 0.01% | 0.0% |
| Q4 2021 | $1,596,000 | +9.1% | 14,021 | -0.3% | 0.01% | 0.0% |
| Q3 2021 | $1,463,000 | -12.7% | 14,068 | -12.7% | 0.01% | -16.7% |
| Q2 2021 | $1,676,000 | +41.1% | 16,118 | +30.3% | 0.01% | +50.0% |
| Q1 2021 | $1,188,000 | +3.8% | 12,370 | -1.7% | 0.00% | 0.0% |
| Q4 2020 | $1,145,000 | +12.6% | 12,584 | -16.3% | 0.00% | -50.0% |
| Q1 2019 | $1,017,000 | +10.7% | 15,036 | -2.3% | 0.01% | +166.7% |
| Q4 2018 | $919,000 | -9.6% | 15,389 | +5.3% | 0.00% | -40.0% |
| Q3 2018 | $1,017,000 | -8.5% | 14,620 | -14.5% | 0.01% | -16.7% |
| Q2 2018 | $1,112,000 | +0.4% | 17,106 | -2.6% | 0.01% | 0.0% |
| Q1 2018 | $1,108,000 | -6.2% | 17,560 | -5.2% | 0.01% | -14.3% |
| Q4 2017 | $1,181,000 | +22.4% | 18,517 | +15.3% | 0.01% | +16.7% |
| Q3 2017 | $965,000 | +45.1% | 16,066 | +39.5% | 0.01% | +20.0% |
| Q2 2017 | $665,000 | – | 11,513 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |