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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $622 | -99.9% | 13,776 | 0.0% | 0.40% | -1.7% |
| Q3 2022 | $583,000 | -5.2% | 13,776 | 0.0% | 0.40% | -3.4% |
| Q2 2022 | $615,000 | -17.1% | 13,776 | 0.0% | 0.42% | -6.9% |
| Q1 2022 | $742,000 | -5.4% | 13,776 | +100.0% | 0.45% | 0.0% |
| Q4 2021 | $784,000 | +9.3% | 6,888 | 0.0% | 0.45% | +1.6% |
| Q3 2021 | $717,000 | +0.1% | 6,888 | 0.0% | 0.44% | -2.2% |
| Q2 2021 | $716,000 | +8.2% | 6,888 | 0.0% | 0.45% | +2.0% |
| Q1 2021 | $662,000 | +5.6% | 6,888 | 0.0% | 0.44% | -3.7% |
| Q4 2020 | $627,000 | +13.0% | 6,888 | 0.0% | 0.46% | -5.6% |
| Q3 2020 | $555,000 | +8.8% | 6,888 | 0.0% | 0.48% | +5.2% |
| Q2 2020 | $510,000 | +21.4% | 6,888 | +0.4% | 0.46% | +9.5% |
| Q1 2020 | $420,000 | -19.8% | 6,860 | +0.6% | 0.42% | +5.5% |
| Q4 2019 | $524,000 | +9.4% | 6,821 | +1.1% | 0.40% | +1.3% |
| Q3 2019 | $479,000 | +1.5% | 6,748 | +0.4% | 0.39% | -1.5% |
| Q2 2019 | $472,000 | +4.0% | 6,718 | 0.0% | 0.40% | +3.4% |
| Q1 2019 | $454,000 | +13.8% | 6,718 | +0.6% | 0.39% | 0.0% |
| Q4 2018 | $399,000 | -13.3% | 6,680 | +1.0% | 0.39% | -4.2% |
| Q3 2018 | $460,000 | +13.6% | 6,614 | +6.1% | 0.40% | +10.4% |
| Q2 2018 | $405,000 | +3.1% | 6,236 | 0.0% | 0.37% | +2.8% |
| Q1 2018 | $393,000 | -6.0% | 6,236 | -4.9% | 0.36% | +1.4% |
| Q4 2017 | $418,000 | – | 6,558 | – | 0.35% | – |
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% |