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 | $757,563 | -19.0% | 15,342 | -12.5% | 0.04% | -22.9% |
| Q2 2023 | $934,882 | +38.1% | 17,540 | +25.3% | 0.05% | +17.1% |
| Q1 2023 | $677,073 | -6.3% | 13,998 | -6.4% | 0.04% | -10.9% |
| Q4 2022 | $722,285 | +33.8% | 14,957 | +24.3% | 0.05% | +12.2% |
| Q3 2022 | $540,000 | +3.3% | 12,030 | +2.7% | 0.04% | -10.9% |
| Q2 2022 | $523,000 | -3.0% | 11,711 | +17.1% | 0.05% | -2.1% |
| Q1 2022 | $539,000 | -12.2% | 10,000 | +85.4% | 0.05% | -17.5% |
| Q4 2021 | $614,000 | +22.6% | 5,394 | +11.9% | 0.06% | 0.0% |
| Q3 2021 | $501,000 | +2.5% | 4,819 | +2.5% | 0.06% | -14.9% |
| Q2 2021 | $489,000 | +14.0% | 4,700 | +5.3% | 0.07% | -11.8% |
| Q1 2021 | $429,000 | – | 4,465 | – | 0.08% | – |
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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% |