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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,008,972 | +96253.6% | 39,703 | -0.3% | 0.93% | -0.1% |
| Q2 2023 | $2,085 | +5.6% | 39,812 | -2.5% | 0.93% | -2.1% |
| Q1 2023 | $1,975 | +5.7% | 40,840 | -1.3% | 0.95% | -1.9% |
| Q4 2022 | $1,869 | -99.9% | 41,397 | -0.9% | 0.96% | +5.3% |
| Q3 2022 | $1,769,000 | -6.1% | 41,762 | -1.0% | 0.92% | -1.2% |
| Q2 2022 | $1,884,000 | -17.7% | 42,182 | -0.8% | 0.93% | +0.4% |
| Q1 2022 | $2,290,000 | -5.6% | 42,532 | +99.5% | 0.92% | +1.9% |
| Q4 2021 | $2,427,000 | +8.6% | 21,316 | -0.7% | 0.91% | -3.9% |
| Q3 2021 | $2,234,000 | -2.5% | 21,475 | -0.2% | 0.94% | +0.3% |
| Q2 2021 | $2,292,000 | +10.9% | 21,524 | -0.0% | 0.94% | -6.1% |
| Q1 2021 | $2,067,000 | +3.6% | 21,525 | -1.9% | 1.00% | -2.2% |
| Q4 2020 | $1,996,000 | -10.9% | 21,941 | -13.5% | 1.02% | -13.7% |
| Q3 2020 | $2,239,000 | +19.8% | 25,369 | +0.6% | 1.18% | +2.2% |
| Q2 2020 | $1,869,000 | +6.4% | 25,218 | -0.6% | 1.16% | -2.4% |
| Q1 2020 | $1,756,000 | -10.3% | 25,373 | -0.4% | 1.19% | -7.0% |
| Q4 2019 | $1,957,000 | +7.5% | 25,472 | -0.8% | 1.28% | -1.7% |
| Q3 2019 | $1,821,000 | -0.8% | 25,672 | -1.4% | 1.30% | -2.9% |
| Q2 2019 | $1,836,000 | +2.6% | 26,037 | -1.6% | 1.34% | -4.0% |
| Q1 2019 | $1,789,000 | +13.3% | 26,460 | +0.2% | 1.39% | +1.4% |
| Q4 2018 | $1,579,000 | -5.4% | 26,416 | +0.3% | 1.37% | +17.4% |
| Q3 2018 | $1,669,000 | -3.5% | 26,348 | +3.6% | 1.17% | +5.7% |
| Q2 2018 | $1,730,000 | +8.0% | 25,427 | +0.1% | 1.11% | -1.3% |
| Q1 2018 | $1,602,000 | +1.3% | 25,396 | +2.4% | 1.12% | -11.0% |
| Q4 2017 | $1,582,000 | – | 24,800 | – | 1.26% | – |
Download | ||||||
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% |