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 | $368,536 | -1.2% | 7,187 | +1.0% | 0.05% | +1.9% |
| Q2 2023 | $372,830 | -86.7% | 7,119 | -87.8% | 0.05% | -88.1% |
| Q1 2023 | $2,812,797 | +12.4% | 58,152 | +4.9% | 0.44% | +9.5% |
| Q4 2022 | $2,502,086 | +6.9% | 55,417 | +0.3% | 0.40% | -5.9% |
| Q3 2022 | $2,341,000 | -2.4% | 55,273 | +2.9% | 0.42% | +2.2% |
| Q2 2022 | $2,399,000 | -12.6% | 53,712 | +5.4% | 0.42% | +10.6% |
| Q1 2022 | $2,744,000 | +0.3% | 50,954 | +112.0% | 0.38% | +0.3% |
| Q4 2021 | $2,735,000 | +13.5% | 24,033 | +3.8% | 0.38% | +4.2% |
| Q3 2021 | $2,409,000 | +0.8% | 23,160 | +0.8% | 0.36% | -0.8% |
| Q2 2021 | $2,389,000 | +20.5% | 22,981 | +11.3% | 0.36% | +7.4% |
| Q1 2021 | $1,983,000 | +11.2% | 20,647 | +5.3% | 0.34% | -4.0% |
| Q4 2020 | $1,783,000 | +26.9% | 19,606 | +12.5% | 0.35% | -3.6% |
| Q3 2020 | $1,405,000 | +11.5% | 17,425 | +2.5% | 0.36% | +1.1% |
| Q2 2020 | $1,260,000 | – | 17,003 | – | 0.36% | – |
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% |