SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,544,468 | +7.4% | 163,157 | -0.8% | 2.57% | -2.9% |
| Q1 2023 | $7,953,315 | +6.2% | 164,428 | -0.8% | 2.65% | -4.4% |
| Q4 2022 | $7,485,534 | +6.6% | 165,795 | -0.1% | 2.77% | -16.5% |
| Q3 2022 | $7,022,000 | -6.9% | 165,976 | -1.8% | 3.32% | -12.8% |
| Q2 2022 | $7,544,000 | -19.7% | 168,934 | -3.1% | 3.80% | -21.0% |
| Q1 2022 | $9,393,000 | -5.3% | 174,426 | +100.0% | 4.82% | -15.5% |
| Q4 2021 | $9,921,000 | +8.4% | 87,200 | -0.9% | 5.70% | -24.0% |
| Q3 2021 | $9,153,000 | -1.2% | 87,986 | -1.3% | 7.50% | -4.8% |
| Q2 2021 | $9,264,000 | +7.1% | 89,108 | -1.1% | 7.88% | -20.3% |
| Q1 2021 | $8,648,000 | 0.0% | 90,060 | -5.3% | 9.88% | +4.6% |
| Q4 2020 | $8,648,000 | -56.9% | 95,085 | -61.8% | 9.45% | +7.9% |
| Q3 2020 | $20,062,000 | +77.4% | 248,754 | +63.0% | 8.75% | +10.1% |
| Q2 2020 | $11,308,000 | +3.6% | 152,586 | -14.3% | 7.95% | +18.4% |
| Q1 2020 | $10,910,000 | -46.0% | 178,117 | -32.3% | 6.72% | +13.7% |
| Q4 2019 | $20,200,000 | +5.0% | 262,976 | -3.0% | 5.91% | -0.5% |
| Q3 2019 | $19,229,000 | -1.6% | 271,218 | -2.7% | 5.94% | -0.5% |
| Q2 2019 | $19,549,000 | -0.6% | 278,611 | -4.3% | 5.97% | -2.6% |
| Q1 2019 | $19,676,000 | +12.1% | 291,129 | -0.9% | 6.13% | +3.2% |
| Q4 2018 | $17,545,000 | -16.0% | 293,861 | -2.1% | 5.94% | -5.0% |
| Q3 2018 | $20,878,000 | +2.5% | 300,218 | -4.2% | 6.26% | -0.4% |
| Q2 2018 | $20,365,000 | +9.1% | 313,398 | +5.9% | 6.28% | +6.6% |
| Q1 2018 | $18,672,000 | +9.5% | 296,031 | +10.7% | 5.90% | +6.3% |
| Q4 2017 | $17,056,000 | – | 267,457 | – | 5.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |