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 | $233,703 | -7.1% | 4,619 | -3.8% | 0.22% | -5.3% |
| Q2 2023 | $251,539 | +15.0% | 4,803 | +6.2% | 0.23% | +4.6% |
| Q1 2023 | $218,792 | -33.5% | 4,523 | -37.9% | 0.22% | -42.8% |
| Q4 2022 | $328,782 | +48.1% | 7,282 | +46.3% | 0.38% | +51.8% |
| Q2 2022 | $222,000 | -33.5% | 4,978 | -19.9% | 0.25% | +5.0% |
| Q1 2022 | $334,000 | -71.5% | 6,211 | -39.7% | 0.24% | -71.6% |
| Q4 2021 | $1,172,000 | +69.1% | 10,297 | +54.6% | 0.84% | +81.1% |
| Q3 2021 | $693,000 | +46.2% | 6,662 | +46.0% | 0.46% | +29.2% |
| Q2 2021 | $474,000 | -99.9% | 4,564 | -5.7% | 0.36% | -11.3% |
| Q1 2021 | $477,373,000 | +88796.3% | 4,838 | -18.4% | 0.41% | -17.8% |
| Q4 2020 | $537,000 | -37.8% | 5,932 | -49.1% | 0.49% | -51.0% |
| Q2 2020 | $864,000 | -61.0% | 11,661 | -59.6% | 1.01% | -56.5% |
| Q4 2019 | $2,215,000 | +9.9% | 28,838 | +1.5% | 2.32% | -1.4% |
| Q3 2019 | $2,015,000 | +25.8% | 28,414 | +24.4% | 2.35% | +21.2% |
| Q2 2019 | $1,602,000 | -15.2% | 22,834 | -18.3% | 1.94% | -18.3% |
| Q1 2019 | $1,889,000 | +103.3% | 27,940 | +79.4% | 2.37% | +71.6% |
| Q4 2018 | $929,000 | -34.1% | 15,575 | -23.2% | 1.38% | -14.1% |
| Q3 2018 | $1,410,000 | +19.9% | 20,282 | +12.1% | 1.61% | +3.1% |
| Q2 2018 | $1,176,000 | -99.9% | 18,099 | +1.8% | 1.56% | +7.3% |
| Q1 2018 | $1,106,381,000 | +55.2% | 17,784 | +36.3% | 1.46% | +63.0% |
| Q4 2017 | $713,094,000 | – | 13,043 | – | 0.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |