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 | $5,936,439 | -5.3% | 117,321 | -2.0% | 3.04% | +1.8% |
| Q2 2023 | $6,267,522 | +3.9% | 119,678 | -4.0% | 2.99% | -1.7% |
| Q1 2023 | $6,031,248 | -19.4% | 124,690 | -24.8% | 3.04% | -19.5% |
| Q4 2022 | $7,481,941 | +8.6% | 165,713 | +1.9% | 3.78% | -1.0% |
| Q3 2022 | $6,890,000 | -9.1% | 162,700 | -4.1% | 3.82% | -1.0% |
| Q2 2022 | $7,579,000 | -20.4% | 169,694 | -4.0% | 3.86% | -8.2% |
| Q1 2022 | $9,523,000 | +34.4% | 176,842 | +184.1% | 4.21% | +31.8% |
| Q4 2021 | $7,085,000 | +8.6% | 62,243 | -0.7% | 3.19% | +1.3% |
| Q3 2021 | $6,523,000 | +0.6% | 62,704 | +0.6% | 3.15% | -0.0% |
| Q2 2021 | $6,483,000 | +11.3% | 62,357 | +2.8% | 3.15% | +6.3% |
| Q1 2021 | $5,827,000 | +7.2% | 60,681 | +1.5% | 2.96% | -3.0% |
| Q4 2020 | $5,437,000 | +13.3% | 59,780 | +0.4% | 3.06% | +1.7% |
| Q3 2020 | $4,800,000 | +5.6% | 59,536 | -3.0% | 3.00% | +3.7% |
| Q2 2020 | $4,546,000 | +21.6% | 61,347 | +0.5% | 2.90% | +5.1% |
| Q1 2020 | $3,737,000 | +52.8% | 61,014 | +91.7% | 2.76% | +77.0% |
| Q4 2019 | $2,445,000 | +2.0% | 31,832 | -5.8% | 1.56% | -1.9% |
| Q3 2019 | $2,396,000 | +10.9% | 33,782 | +9.8% | 1.59% | +12.0% |
| Q2 2019 | $2,160,000 | +4.5% | 30,768 | +0.6% | 1.42% | +1.1% |
| Q1 2019 | $2,067,000 | +119.2% | 30,570 | +93.5% | 1.40% | +87.4% |
| Q4 2018 | $943,000 | +7.8% | 15,802 | +25.7% | 0.75% | +16.5% |
| Q3 2018 | $875,000 | +7.1% | 12,573 | 0.0% | 0.64% | +2.9% |
| Q2 2018 | $817,000 | – | 12,573 | – | 0.62% | – |
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% |