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 | $1,497,751 | -0.9% | 29,824 | +3.3% | 0.08% | +1.4% |
| Q2 2023 | $1,511,457 | +4.7% | 28,861 | -3.9% | 0.07% | -3.9% |
| Q1 2023 | $1,443,968 | +22.4% | 30,045 | +15.0% | 0.08% | -4.9% |
| Q4 2022 | $1,179,547 | +2.3% | 26,125 | +3.4% | 0.08% | -6.9% |
| Q3 2022 | $1,153,000 | +3.8% | 25,254 | +1.5% | 0.09% | -2.2% |
| Q2 2022 | $1,111,000 | -3.8% | 24,870 | +0.3% | 0.09% | -2.2% |
| Q1 2022 | $1,155,000 | +87.2% | 24,797 | +317.9% | 0.09% | +49.2% |
| Q3 2021 | $617,000 | -14.2% | 5,934 | -14.2% | 0.06% | -17.6% |
| Q2 2021 | $719,000 | +13.9% | 6,916 | +5.3% | 0.07% | 0.0% |
| Q1 2021 | $631,000 | +3.8% | 6,568 | -1.8% | 0.07% | -2.6% |
| Q4 2020 | $608,000 | +3.9% | 6,686 | -7.9% | 0.08% | -11.6% |
| Q3 2020 | $585,000 | +1.4% | 7,261 | -6.7% | 0.09% | -6.5% |
| Q2 2020 | $577,000 | +20.0% | 7,781 | -1.0% | 0.09% | +1.1% |
| Q1 2020 | $481,000 | +176.4% | 7,859 | +246.4% | 0.09% | +237.0% |
| Q4 2019 | $174,000 | +8.1% | 2,269 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $161,000 | +11.0% | 2,269 | +9.6% | 0.03% | -7.1% |
| Q2 2019 | $145,000 | +46.5% | 2,070 | +41.8% | 0.03% | +16.7% |
| Q1 2019 | $99,000 | +13.8% | 1,460 | +0.6% | 0.02% | +9.1% |
| Q4 2018 | $87,000 | -13.0% | 1,452 | +0.6% | 0.02% | -4.3% |
| Q3 2018 | $100,000 | +7.5% | 1,444 | +0.4% | 0.02% | -4.2% |
| Q2 2018 | $93,000 | +3.3% | 1,438 | +0.4% | 0.02% | -4.0% |
| Q1 2018 | $90,000 | +36.4% | 1,432 | +38.6% | 0.02% | +38.9% |
| Q4 2017 | $66,000 | +120.0% | 1,033 | +106.2% | 0.02% | +50.0% |
| Q3 2017 | $30,000 | – | 501 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |