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 | $639 | -3.5% | 12,634 | 0.0% | 0.12% | -1.7% |
| Q2 2023 | $662 | +8.5% | 12,634 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $610 | +4.3% | 12,634 | -1.2% | 0.12% | -2.5% |
| Q4 2022 | $585 | -99.9% | 12,786 | 0.0% | 0.12% | -11.7% |
| Q3 2022 | $550,000 | -4.0% | 12,786 | +1.2% | 0.14% | -6.2% |
| Q2 2022 | $573,000 | -56.8% | 12,634 | -49.3% | 0.15% | -40.4% |
| Q1 2022 | $1,326,000 | -7.1% | 24,906 | +99.5% | 0.24% | -6.5% |
| Q4 2021 | $1,428,000 | +8.8% | 12,487 | +0.1% | 0.26% | -4.7% |
| Q3 2021 | $1,313,000 | -7.7% | 12,478 | -8.8% | 0.28% | -10.4% |
| Q2 2021 | $1,422,000 | -21.0% | 13,676 | -27.1% | 0.31% | -28.4% |
| Q1 2021 | $1,801,000 | -8.3% | 18,759 | -13.1% | 0.43% | -14.2% |
| Q4 2020 | $1,964,000 | +3.5% | 21,597 | -6.8% | 0.50% | -9.3% |
| Q3 2020 | $1,897,000 | +3.9% | 23,168 | -6.0% | 0.55% | -5.2% |
| Q2 2020 | $1,826,000 | +15.5% | 24,646 | -4.5% | 0.58% | -8.8% |
| Q1 2020 | $1,581,000 | -17.6% | 25,810 | +3.4% | 0.64% | -9.8% |
| Q4 2019 | $1,918,000 | +11.1% | 24,973 | -0.4% | 0.71% | -6.1% |
| Q3 2019 | $1,726,000 | -25.8% | 25,073 | -23.8% | 0.75% | -26.3% |
| Q2 2019 | $2,327,000 | +6.0% | 32,904 | +1.4% | 1.02% | -17.1% |
| Q1 2019 | $2,195,000 | +18.3% | 32,463 | +4.5% | 1.23% | -2.9% |
| Q4 2018 | $1,855,000 | -22.5% | 31,077 | -9.7% | 1.27% | -18.3% |
| Q3 2018 | $2,393,000 | – | 34,405 | – | 1.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |