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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $76,093 | -13.6% | 1,453 | -20.2% | 0.01% | -18.2% |
| Q1 2023 | $88,023 | +7.3% | 1,820 | +0.1% | 0.01% | +10.0% |
| Q4 2022 | $82,062 | +6.6% | 1,818 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $77,000 | -4.9% | 1,815 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $81,000 | -12.0% | 1,812 | +6.0% | 0.01% | 0.0% |
| Q1 2022 | $92,000 | -5.2% | 1,710 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $97,000 | +9.0% | 855 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $89,000 | +39.1% | 854 | +38.4% | 0.01% | +42.9% |
| Q2 2021 | $64,000 | +8.5% | 617 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | -40.4% | 617 | -43.1% | 0.01% | -50.0% |
| Q4 2020 | $99,000 | +17.9% | 1,084 | +4.6% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | +9.1% | 1,036 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $77,000 | +22.2% | 1,036 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $63,000 | +96.9% | 1,036 | +144.9% | 0.01% | +62.5% |
| Q4 2019 | $32,000 | -8.6% | 423 | -15.1% | 0.01% | -11.1% |
| Q3 2019 | $35,000 | 0.0% | 498 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $35,000 | +2.9% | 498 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $34,000 | +13.3% | 498 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $30,000 | -14.3% | 498 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $35,000 | -46.2% | 498 | -50.1% | 0.01% | -50.0% |
| Q2 2018 | $65,000 | – | 998 | – | 0.02% | – |
Download | ||||||
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% |