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 | $704,609 | -0.3% | 13,925 | +3.2% | 0.40% | +4.4% |
| Q2 2023 | $706,738 | -1.3% | 13,495 | -8.8% | 0.38% | -6.8% |
| Q1 2023 | $715,977 | +8.0% | 14,802 | +0.8% | 0.41% | +0.7% |
| Q4 2022 | $662,761 | +9.0% | 14,679 | +2.3% | 0.41% | +2.0% |
| Q3 2022 | $608,000 | -12.9% | 14,351 | -0.6% | 0.40% | +0.5% |
| Q2 2022 | $698,000 | -4.6% | 14,441 | +0.5% | 0.40% | -3.4% |
| Q1 2022 | $732,000 | -12.1% | 14,371 | +96.3% | 0.41% | +2.7% |
| Q4 2021 | $833,000 | +6.1% | 7,321 | -3.0% | 0.40% | -1.9% |
| Q3 2021 | $785,000 | +20.0% | 7,546 | +4.9% | 0.41% | -35.2% |
| Q4 2020 | $654,000 | -99.9% | 7,196 | -2.4% | 0.63% | +45.7% |
| Q2 2020 | $546,104,000 | +21.6% | 7,370 | +0.5% | 0.44% | -1.4% |
| Q1 2020 | $449,237,000 | +142.8% | 7,334 | +157.6% | 0.44% | +188.2% |
| Q4 2019 | $185,002,000 | -61.2% | 2,847 | -57.6% | 0.15% | -56.2% |
| Q3 2019 | $476,435,000 | +3.4% | 6,717 | +2.3% | 0.35% | -7.4% |
| Q2 2019 | $460,921,000 | +14.6% | 6,567 | +10.4% | 0.38% | +19.3% |
| Q1 2019 | $402,331,000 | +65.9% | 5,951 | +46.5% | 0.32% | +55.7% |
| Q4 2018 | $242,458,000 | +10.4% | 4,061 | +28.6% | 0.20% | +31.8% |
| Q3 2018 | $219,663,000 | +4.8% | 3,158 | -2.1% | 0.15% | -1.9% |
| Q2 2018 | $209,699,000 | +4.2% | 3,227 | +1.1% | 0.16% | +6.8% |
| Q1 2018 | $201,328,000 | -1.5% | 3,192 | -0.4% | 0.15% | -5.8% |
| Q4 2017 | $204,375,000 | +40.6% | 3,204 | +32.3% | 0.16% | +34.5% |
| Q3 2017 | $145,363,000 | -4.2% | 2,421 | -7.8% | 0.12% | +1.8% |
| Q2 2017 | $151,697,000 | – | 2,626 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |